Descrição. Principais Responsabilidades. Manter o banco de dados de cadastros de profissionais atualizados. Apoiar na coleta e organização de documentos para admissões, demissões e movimentações internas. Manutenção de registros dos profissionais, assegurando que as informações estejam corretas e atualizadas. Apoiar no Cadastro/exclusão nas plataformas internas (UBER, 99TAXI, demais plataformas cadastrais). Apoiar na administração e controle do c...
Job Summary. . The Financial Planning Analyst will join the financial planning team within Verum’s ensemble, “Diamond Teams” structure to provide service and support to a variety of client relationships. Under the mentorship and training of the advisory team, the primary focus of this role is to build a foundation on which to build a long-term advisory career. The FP Analyst will become proficient in software and systems, get exposure to practica...
Job Summary. The Associate Adviser (AA) will join the advisory team within Verum’s ensemble, “Diamond Teams” structure to provide service and support to a variety of client relationships. Under the mentorship of other advisors, the primary focus of this role is an advisory apprenticeship where the team member will develop and fine-tune skills across financial planning and investment disciplines with the ultimate goal of growing into a Lead Advise...
