ADMINISTRATIVE ASSISTANT & DATA

Description

We are **WePlan Investimentos**, a consulting office accredited with **XP**, founded with the mission of **helping people achieve their dreams and build their legacies**. Currently headquartered in Florianópolis \- Santa Catarina, with branches in São Paulo, Minas Gerais, and Paraná. **About the position:** **WePlan Investimentos** is seeking an **Administrative Assistant** to support the office’s **administrative routines** and assist in the **organization**, **consolidation**, and **monitoring** of strategic information across the company’s various departments. This role plays a key part in **centralizing internal data and metrics**, ensuring information is well-organized, up-to-date, and structured to support decision-making. Additionally, the candidate will serve as the liaison between internal teams and external partners responsible for developing Power BI dashboards and analyses. We are not looking for a BI or programming expert, but rather an **organized**, **analytical** individual who can easily transform **information into clear and actionable business data**. **Location: Florianópolis – SC (1 position)** **Work model: On-site** **Working hours: Monday to Friday – business hours** **Your responsibilities will include:** * Providing administrative support to the office’s finance and administration departments; * Updating, organizing, and maintaining spreadsheets and databases related to clients, processes, follow-ups, and internal metrics; * Consolidating information from different company departments to generate reports and monitor results; * Supporting the development and monitoring of management metrics to aid decision-making; * Verifying, organizing, and validating internal data and documents; * Acting as the liaison between internal departments and external partners responsible for developing Power BI dashboards and analyses; * Identifying internal needs regarding metrics and ensuring the quality of shared information; * Supporting the control and improvement of administrative processes; * Assisting with general administrative tasks, file organization, and internal requests. **Requirements:** * Currently pursuing or having completed a bachelor’s degree in Administration, Production Engineering, Accounting Sciences, Economics, Financial Management, or related fields; * Prior experience in administrative routines; * Intermediate/advanced Excel skills; * Strong analytical ability and organizational skills; * Aptitude for working with numbers, controls, and information; * Good communication and interpersonal skills. **Nice-to-have (not mandatory):** * Knowledge of Power BI; * Experience in metric management or report preparation; * Familiarity with the financial market; * Ancord certification. **What we offer:** * **Fixed salary (R$1500.00) + allowance (R$300.00)** * Well-located office and a **collaborative environment**; * Medical assistance (**Telemedicine**); * Gym membership partnership (**Wellhub \- Gympass**); * **Training** and **professional development**; * An ecosystem and tools for **excellent client service**. **HIRING PROCESS STEPS:** Apply for the position Interview with the Expansion team Feedback on the selection process **If you value organization, data, and processes—and want to work in a dynamic, growing environment—join our team!**