Al Agent Developer for Financial Business Automation | OpenAI API & RAG

We are a small financial services business looking for an Al Agent Developer to build an intelligent Al agent that can automate part of our daily client and back-office workflow. The Al agent should be able to receive client requests, analyze financial documents and uploaded files, extract important information, answer questions based on our internal knowledge base, and prepare summaries or suggested next actions for our team. We would also like the Al automation to help with lead qualification, follow-up emails, CRM updates, and repetitive administrative tasks. The project may include: - Al agent development and Al workflow automation - OpenAl API / GPT integration -RAG and vector database intearation for internal documents - Document parsing, data extraction, and summarization - Tool calling / function calling - CRM and third-party API integrations - Automated email and follow-up workflows - Agent memory and context management - Prompt engineering and Al agent orchestration - Backend/AP| development for the Al system Experience with OpenAl, ChatGPT API, Al agents, Agentic Al, Al automation, RAG, LLM applications, LangChain, LangGraph, Python, APls, webhooks, vector databases, and workflow automation would be a strong advantage. We are looking for someone who can recommend the right architecture and build a reliable, practical Al solution rather than just a simple chatbot.