Patrimonial Analyst | Nova Lima – MG

Description

**Job Description:** W1 Patrimonial Consulting is expanding and seeking organized, responsible professionals with strong communication skills to work as a Patrimonial Analyst, directly supporting the execution and monitoring of clients’ patrimonial structures. This position is ideal for individuals who value organization, processes, client interaction, and wish to develop practical expertise in patrimonial consulting applied to individuals, families, and companies. **Responsibilities:** * Support patrimonial diagnostics and the organization of client information. * Collect, verify, and organize documents according to internal standards and requirements of the Brazilian Federal Revenue Service. * Monitor deadlines, project stages, and deliverables for patrimonial holding companies. * Participate in advisory meetings—both online and in person—as needed. * Keep clients updated on process progress clearly and professionally. * Collaborate with the technical team to meet SLAs and resolve bottlenecks. * Record information, evidence, and learnings in internal tools (ClickUp and Google Drive). **Requirements:** * Degree in Law or related fields. * Organizational skills, responsibility, and attention to detail. * Strong written and verbal communication skills. * Ability to manage processes, people, and deadlines. * Professional demeanor, ethics, and commitment. * Teamwork orientation. * Intermediate or advanced Excel proficiency (tables, data validation). * Familiarity with Google Drive, Google Calendar, and ClickUp. **Professional Development in this Role:** During this role, the Analyst will develop competencies in topics such as: * Applied patrimonial consulting; * Patrimonial and corporate holding companies; * Succession planning; * Corporate structure and governance; * Internal workflows, quality standards, and deadline management. *Prior in-depth knowledge of these topics is not required—the development process is part of W1’s approach.* **What It’s Like to Work at W1:** * A technically rigorous, professional, and collaborative environment; * Direct contact with clients and real-world cases; * Continuous learning with close mentoring from leadership; * Hybrid work model, with periodic office presence in Nova Lima; * Genuine opportunities for growth aligned with technical development and professional maturity. **Why This Role May Be an Important Next Step:** At W1, you’ll have the opportunity to: * Broaden your understanding of patrimony, companies, and families; * Build confidence in advisory meetings and technical communication; * Establish a solid foundation in patrimonial consulting; * Work on projects with direct, meaningful impact on people’s lives. **Work Location:** Hybrid model — Office located in Vila da Serra neighborhood, Nova Lima – MG. Learn more about W1 Patrimonial Consulting: w1\.com.br/w1\-consultoria\-patrimonial **Build your career with the W1 Team!** **Location****Work Model** Nova Lima, MG, BR Hybrid