What are the responsibilities and job description for the Operations Associate position at Inter&Co?
Responsibilities
- Strong understanding of financial operations (trade lifecycle, corporate actions, reconciliation, trade processing, settlements, knowledge of both fixed income and equities operations).
- Lead and execute mid-scale and large-scale projects across various regions, ensuring timely delivery and high-quality outcomes.
- Provide strong communication across borders, facilitating collaboration between teams and stakeholders.
- Assist in the account opening procedures, ensuring compliance with all relevant regulations and best practices.
- Engage with customers to address a high volume of inquiries, providing accurate information and solutions.
- Develop and streamline operational processes using automation to enhance efficiency as our business scales in the US market.
- Maintain a strong understanding of financial operations, focusing on retail investors and wealth management.
Qualifications
- Fluency in English and Portuguese, both written and spoken (required)
- Must possess Series 7 and 24 licenses; Series 66 may be required in the future.
- Proven ability to work across borders and collaborate with diverse teams.
- Strong communicator with the ability to convey information clearly and effectively.