Onboarding Assistant responsible for client integration at a rapidly growing accounting firm in Brazil. Focused on providing personalized support and ensuring effective communication throughout the process.
Responsibilities
Provide client support through communication systems such as WhatsApp and other internal tools;
Review and verify the data required for company formation processes;
Manage and maintain the client portfolio, ensuring active and organized follow-up;
Analyze business activities (CNAE) to determine the correct classification for the company;
Assess and determine the appropriate tax regime in accordance with current legislation;
Make calls when necessary using systems like Callix to provide support and answer questions.
Requirements
Use of tools such as Google Sheets, online forms, and search tools;
Knowledge of company formation/incorporation processes;
Proficiency with Microsoft Office Suite;
Task management skills;
Basic knowledge of tax accounting;
Customer technical support experience;
Familiarity with communication tools (ChatGuru);
Education: Currently enrolled in a Bachelor's program in Accounting, Business Administration, or a related field.
Benefits
Caju Benefits Card – R$500 monthly to use as you wish, not deducted from payroll and maintained during vacation;
Unimed Health Plan – 100% paid by Contajá, with co-participation only upon use. For dependents (spouses — heterosexual or same-sex couples — and children) the cost is 100% borne by the employee;
Birthday Day Off – your day, your way!
Wellhub (Gympass) – access to gyms and wellness platforms;
Telepsychology – up to 2 free sessions per month;
Telenutrition – up to 2 free sessions per month;
15% discount on laboratory tests at the Dasa network;
30% discount on generic medicines at the Pague Menos network and 20% on brand-name medicines;
Partnership with Estácio – invest in your academic development;
ImpulsoJá Career Plan – more than a career plan, it’s your springboard to success! Learn how to progress from one level to the next, meet goals, and achieve your professional objectives;
Gamification – earn virtual coins throughout your journey and redeem them for rewards such as a Kindle, attendance at industry events, exclusive gifts, and more.
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