Investment Assistant
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
About Itaú
Itaú operates as a full-service bank providing financial products and services to individuals, companies, institutional clients, and public-sector customers. Its offerings include current accounts, credit and loans, credit cards, investments, capitalization, insurance, consortia, foreign exchange, payment collection, debt renegotiation, and digital banking applications. The organization also provides specialized services through Itaú Empresas, Itaú BBA, Itaú Asset Management, and Itaú Securities Services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will issue books, digitize processes, track representative data, generate terms for signature, and provide investor support for specific requests.
Requirements
- Completed degree in Administration, Computer Science, Engineering, Systems Analysis, Economics, or Information Technology
- Access
- Excel
- CPA-20 certification
Responsibilities
- Issue books
- Digitize processes
- Track representative data
- Generate terms and send them for signature
- Provide investor support
Benefits
- Transportation allowance
- Meal allowance for restaurants
- Life insurance