Investment Services Representative managing client needs and product offerings for RBC Direct Investing. Providing professional services over the phone or electronically, ensuring compliance and excellent customer experience.
About the role
- Financial Administrative Specialist managing advanced financial studies and analyses to optimize workflows. Joining Sicredi, Brazil's first cooperative financial institution with over 9.5 million members.
Responsibilities
- Conduct advanced studies and analyses within the administrative and financial scopes, including the preparation of business cases, feasibility analyses and scenario projections.
- Analyze the impacts of Tax Reform on activities under the area’s responsibility and propose tools, processes and procedures to address the changes, always seeking optimization and efficiency in operations.
- Draft standards and policies, as well as technical opinions and guidance for operations within the area’s scopes.
- Participate in forums and events and monitor market trends and innovation to propose new services in the administrative and financial scopes.
- Connect with Technology, Data and Innovation teams to identify levers that accelerate our efficiency and resilience.
- Foster synergies with other areas within CAS, serving as a reference and sharing best practices with other teams.
- Participate in projects and working groups on topics involving the Management’s scopes, aiming to build new solutions or evolve current processes.
- Prepare management reports for the Superintendency and the Board of Directors, ensuring clarity, accuracy and strategic insight.
- Represent the area in internal committees related to matters under the Management’s responsibility.
Requirements
- Degree in Business Administration, Economics, Engineering, Accounting or related fields;
- Solid experience in administrative and/or financial areas within large companies;
- Strong communication and internal stakeholder relationship skills, analytical capability and strategic vision;
- Curious, proactive and driven by challenges;
- Proven expertise in preparing business cases, scenario projections and economic-financial feasibility analyses;
- Experience in project management, technical leadership and/or people management;
- Data-oriented profile with knowledge of data and automation tools in a corporate environment;
- Advanced Excel skills;
- Experience with ERP systems (SAP S/4HANA) and data tools;
- Experience preparing management reports and executive presentations.
Benefits
- 14th and 15th fixed salaries
- Profit-sharing (according to seniority)
- Health and dental plans with no co-payment
- Wellness programs through Wellhub (formerly Gympass), including Nutrition, Psychology, Occupational Health, Massage, running group and local gym access
- Meal and food vouchers with flexible allocation between cards (no co-payment)
- Extended maternity and paternity leave
- Childcare or nanny allowance for children up to 6 years and 11 months
- Allowance for children with disabilities, with no age limit
- Life insurance
- Private pension plan up to 7% of salary
- Training platform – Sicredi Aprende – offering a variety of courses
- 40-hour work week – using a time bank system
- Remote work allowance (except for positions that are 100% on-site).
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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