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Financial Assistant

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: An operational professional to execute and control financial routines, manage customer database, monitor KPIs, and provide support using digital tools. Key Highlights: 1. Proactive identification of commercial opportunities 2. Management and control of financial and administrative routines 3. Customer support and service through multiple channels **Description and Responsibilities:** **Schedule:** \- **Level:** Operational **Employment Type:** Full-time – CLT * Execute and control basic financial routines, including accounts payable and receivable, reconciliations, cash flow management, and report preparation. * Perform registrations, verifications, and data updates, ensuring accuracy and compliance of information. * Manage and maintain an updated customer database and CRM, including segmentation, follow-ups, and active portfolio control. * Monitor KPIs and metrics such as delinquency rate, conversion rate, productivity, and commercial performance. * Proactively identify commercial opportunities, including customer reactivations, upselling, and lead generation from the existing database. * Provide customer support and service via phone, WhatsApp, and email, maintaining clear and professional relationships. * Organize and prioritize tasks, efficiently balancing administrative and commercial activities. * Utilize digital tools such as Excel/Google Sheets, financial systems, and CRM for information control and analysis. **Requirements:** * Completed high school education (a bachelor’s degree in progress in Administration, Accounting, Financial Management, or related fields is desirable). * Prior experience with financial and administrative routines. * Intermediate proficiency in Excel and/or Google Sheets. * Strong verbal and written communication skills for customer service via phone, WhatsApp, and email. * Organizational ability, attention to detail, and focus on accuracy. **Benefits:** Medical assistance, Performance bonus, Gympass, Meal allowance, Transportation allowance

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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