Job Summary: We are seeking a Middle Assistant to provide operational support in the investment area, assisting with analyses, data organization, and client relationship management. Key Highlights: 1. Support for investment advisors on operational requests 2. Participation in the adaptation of regulatory and technological procedures 3. Coordination of communication for operational efficiency **Middle Assistant \- Curitiba/PR** **Business hours \| Permanent position** **On-site model** **✨ About the opportunity** We are looking for a Middle Assistant to provide operational support in the area, assisting with analyses, data organization, and client relationship management. This position is ideal for candidates with initial experience in the financial market who seek technical growth in the investment area. **Responsibilities** * Monitor customer negative balances daily, taking preventive action to mitigate risks and reduce financial impact; * Execute account opening, closing, and transfer processes, ensuring agility, accuracy, and compliance with regulatory standards; * Support investment advisors on operational requests related to: Liquidity; Financial transactions; Registrations; Investments; Portability; * Bank XP products (digital account and credit card); Implement, disseminate, and guide on system, process, and internal training (XP and SVN) updates; * Provide support in critical client situations, contributing to conflict reduction and relationship preservation; * Participate in procedure adaptations in response to regulatory changes and technological advancements; * Coordinate communication flows among advisors, leadership, and internal support areas, ensuring alignment and operational efficiency. **Requirements** * Intermediate knowledge of Microsoft Office, with emphasis on Excel; * Currently pursuing or completed undergraduate degree in Administration, Economics, Accounting Sciences, Financial Management, Business Processes, or related fields; * Familiarity with operational processes in the financial market; * **Advantages** * ANCORD certification will be an advantage. **Benefits** * **Health and Well-being** Access to solutions supporting physical and mental health care. * **GoGood** Well-being platform offering access to gyms nationwide, teleconsultations across various specialties, 24/7 digital urgent care, pharmacy discounts, and mental health content, according to the contracted plan. * **Wellhub** Access to physical activities and well-being offerings through the platform, according to the available plan. * **Corporate Health Plans** Opportunity to enroll in health plans at preferential rates. * **Ancord Course and Study Materials** Comprehensive support for technical development and certification in the financial market. * **Corporate University** Continuous learning paths for professional development and career advancement. * **Partnership Program** Opportunity for growth and business participation, subject to internal criteria.