Client file integration and process improvement proposals
Provide documentary custody support to Contract, Stock Market Operational Support, Comptroller, and Audit areas for the Brokerage House and Bank
Job Summary
Provide documentary custody support to Contract, Stock Market Operational Support, Comptroller, and Audit areas for the Brokerage House and Bank.
Daily responsibilities include managing received and sent valises, digitizing documents, physical document storage, and reconciling banking and stock market operations.
The role involves client file integration, proposing process improvements, developing performance metrics and Power BI dashboards, and creating macros.
Matching Summary
Provide documentary custody support to Contract, Stock Market Operational Support, Comptroller, and Audit areas for the Brokerage House and Bank.
Skills & Requirements
Must-have
Document digitalization and physical storage
Bank and stock exchange operation reconciliation
Client file integration and process improvement proposals
Advanced Excel and Power BI skills
Customer service and database analysis
Nice-to-have
Driving transformation and innovation
Fostering solidarity, respect, and loyalty
Proactive in identifying process enhancements
Key Requirements
Titled Bachelor's degree in Economic-Administrative fields
1 year of experience in Archive, Administrative, Stock Market, or Signature Reconciliation areas