Job Summary: The professional will support client service and relationship management, executing delight initiatives and managing personal information and finances with discretion. Key Highlights: 1. Support client relationships and delight initiatives. 2. Manage personal information and finances responsibly. 3. Opportunity to grow within an innovative investment bank. **Apex Partners is an investment and financial services platform dedicated to transforming the Brazilian capital markets through comprehensive solutions, innovation, and long-term value creation.** Our goal is to establish Apex as Brazil’s leading regional investment bank, integrating financial intelligence, consultative relationships, and strategic vision across all areas of operation. We believe that capital market development drives societal growth. Therefore, we seek talented individuals with passion in their eyes, a desire to build, and energy to grow alongside us. **If you dream big, have an insatiable thirst for learning, and wish to be part of building the investment bank that is reshaping entrepreneurship in Brazil, this is your place.** **Responsibilities and Duties** * Support service delivery and relationship management with clients (“protegidos”), understanding their preferences and assisting with daily deliverables. * Support the execution of delight initiatives, events, and personalized experiences. * Conduct supplier research, budgeting, and service quotations. * Maintain up-to-date client information and requirements in our systems. * Execute and monitor recurring and one-time payments for clients (“protegidos”) (bank slips, PIX, transfers). * Populate and monitor budget spreadsheets, reimbursements, and reconciliations. * Verify fiscal documents and securely validate banking data. * Support the administrative team in tracking financial deadlines and commitments. * Handle third-party personal finances with responsibility and discretion. **Requirements and Qualifications** * Currently pursuing or having completed a degree in Business Administration, Economics, Secretarial Studies, Communications, or related fields. * Organizational skills and attention to detail. * Familiarity with Excel, Google Sheets, and financial controls. * Excellent communication skills, along with discretion and empathy. * Proactivity, reliability, and strong sense of responsibility. * Eagerness to learn and grow with the team. In March 2013, we began polishing our diamond: Apex. Since then, grounded in our core values, we have worked with the conviction that building a prosperous society hinges on developing the financial market alongside individuals who tirelessly lay the foundations for progress and well-being accessible to all. We transformed this dream into reality through a ***one stop shop*** vision of our clients’ financial lives—delivering holistic solutions for all their financial needs. We continue writing our story and seek people with an extraordinary drive to grow and develop with us, co-creating long-term solutions and strategic thinking. Shall we do it together?