Backoffice Assistant

Description

If you are organized, enjoy a dynamic routine, and want to grow in the financial market, this opportunity is for you! We are looking for a **Backoffice Assistant** to support internal advisory operations, ensuring agility, accuracy, and an impeccable experience for clients and advisors. Here, you will join a collaborative team, learn about investment market processes, and have room to develop professionally. Join the \#TimeBlue3! **Responsibilities and duties** * Support the commercial team in daily operational routines. * Act as a liaison between advisors, internal departments, and XP. * Organize operational requests and ensure timely responses to stakeholders. * Ensure adherence to deadlines and internal workflows. * Identify inconsistencies and escalate them to responsible departments. * **Client Registration (Individuals and Legal Entities)**: Support account opening, updates, and maintenance; review and validate documentation. * **XP Bank**: Support digital account and credit card-related requests; handle credit limit adjustments, account blocks, and billing issues; monitor processes and transactions. * **Tickets and interface with XP**: Register and manage operational tickets; interact with internal departments and XP; communicate status updates to stakeholders. * **Access and operational support**: Grant system access (HUB, portfolios, systems); troubleshoot and resolve systemic errors and inconsistencies; route requests to responsible departments. * **Compliance and regulatory requirements**: Support judicial account freezes; collaborate with compliance departments; conduct operational handling of regulatory matters. **Requirements and qualifications** * Analytical and organized profile. * Willingness to continuously learn and evolve. * Strong communication skills and clarity in interactions. * Ability to work effectively in a team. * Interest in building a career in the financial market. **Desirable / Differentiating factors:** ------------------------------ * ANCORD certification (if not yet obtained, must be acquired upon approval). * Prior interest in the financial market. * Experience with processes and/or customer service. **Additional information** * Gympass / Wellhub \- access to physical health platform; * Zenklub \- access to emotional health platform; * Access to exclusive Blue3 educational platforms; * Health and dental insurance. Blue3 Investimentos was founded with a clear purpose: transforming the financial lives of Brazilians — and also of the people who build this story every day. With over **16 years of history**, we have become one of the country’s leading investment advisory offices. Today, we have more than **800 employees**, operating across **22 branches** nationwide — including Ribeirão Preto, São Paulo, Campinas, Uberlândia, Rio de Janeiro, Belo Horizonte, Brasília, Curitiba, and other cities. Together, connecting people, dreams, and opportunities. Our story is also marked by recognition. We were named **Brazil’s best investment advisory office** by the Brasil Advisor Awards, a prize promoted by XP Inc. Currently, we manage **over BRL 50 billion in custody assets and serve more than 45,000 active clients**, figures reflecting the trust placed in our work. But what truly drives us is our culture. Here, we are **open to new ideas and believe in the impossible**. We value **owner’s mindset**, initiative, and a strong sense of belonging — encouraging each person to evolve, grow, and build a meaningful career. At Blue3, we believe great results are achieved by people who share big dreams. We take pride in our journey — and even greater ambition for what lies ahead. **Shall we build an extraordinary journey together?** **We are Blue3 Investimentos.**