Administrative Intern

Description

Job Summary: We are seeking an Administrative/BI Intern to provide administrative support, unify and organize data, contributing to the generation of managerial information and decision-making support. Key Highlights: 1. Opportunity to develop practical knowledge in the financial market 2. Work at a growing investment office 3. Direct involvement with administrative, financial, and control routines We are **VePlan Investimentos**, an advisory office accredited by **XP**, founded with the mission of **helping people achieve their dreams and build their legacies**. Currently headquartered in Florianópolis \- SC, with branches in São Paulo, Minas Gerais, and Paraná. **About the position:** **WePlan Investimentos** is seeking an **Administrative/BI Intern** to provide **administrative support**, and to **unify** and **organize** **data** from various departments of the office, contributing to the **generation of managerial information** and support for **decision-making**. This is an excellent opportunity for those who value **organization**, **data analysis**, and wish to develop **practical knowledge in the financial market**, working at a growing investment office with direct exposure to administrative, financial, and control routines. **Position: Administrative/BI Intern** **Location: Florianópolis \- SC** (1 position) **IN-PERSON** **Schedule:** Monday to Friday, from **12 PM** to **6 PM** **Your responsibilities will include:** * Providing administrative support to the office’s finance and administration departments; * Updating, organizing, and maintaining control spreadsheets (Excel / Google Sheets) related to clients, proposals, follow-ups, and internal metrics; * Supporting client data registration, verification, and organization, ensuring data integrity and confidentiality; * Assisting in the preparation of managerial reports and administrative controls, focusing on data consolidation and analysis; * Verifying documents and supporting internal processes via the XP platform; * Supporting agenda management, internal tasks, and information flow between advisors and administrative departments; * Providing general administrative support, including file management, internal communication, and process organization. **Requirements:** * Currently enrolled in Administration, Accounting, Economics, Financial Management, or related fields; * Enrolled from the **6th semester** onward; * Must be attending classes **exclusively in the evening**; * **Availability to intern for at least 6 hours per day**, per internship legislation; * **Advanced Excel proficiency** * Willingness to obtain the **ANCORD certification** within 6 months of hiring. **Nice-to-have (not mandatory):** * Knowledge of **Power BI** * Prior experience in investment advisory services * Existing ANCORD certification **Desired competencies:** * Organization, attention to detail, and strong time management; * Analytical mindset, proactive attitude, and eagerness to learn about the financial market; **What we offer:** * **Reimbursement for the ANCORD exam** \- if passed on the first attempt * **Salary \- R$1\.500,00** * **Transportation/parking allowance \- (R$300,00\)** * Well-located office and **collaborative environment** * **Possibility of full-time employment** * Medical assistance (**Telemedicine**) * Gym membership partnership (**Wellhub\-Gympass**) * **Sales and product training** * Ecosystem and tools for **excellent client service** **RECRUITMENT PROCESS STEPS:** Application for the position Initial conversation with the Expansion team Feedback on selection process **If you identify with the world of investments, join us and grow!** **48 988186413** recrutamento@wvpatrimonio.com.br