Assistente de Negócios | Investimentos | Vaga Afirmativa para Pessoas com Deficiência
Based in Brazil
Core
Support high-net-worth investment advisors by updating spreadsheets, generating reports, and providing administrative assistance to the team.
Role type
Administrative Assistant for Investment Advisory
Builds
Investment advisory support for high-net-worth clients
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
CPA-20/C-PRO R certification, Excel proficiency, organizational skills, attention to detail, proactivity
Preferred skills
None stated
Technologies
Microsoft Office (Excel)
Responsibilities
Support investment advisors for the high-net-worth team; Update and control spreadsheets and reports; Provide administrative support to the team and managers; Assist in following up on demands
Seniority
Entry-level