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Financial Intern
4 weeks ago
**工作範圍**
**_研究與分析_**
- 協助分析財務數據以預測未來趨勢。
- 研究市場動態、競爭對手和最新行業趨勢。
- 為高級顧問準備總結調查結果的報告。
**_客戶互動與支援_**
- 在客戶會議期間協助顧問。
- 幫助準備客戶簡報和財務模型。
- 在監督下處理初步的客戶詢問。
**_營運協助_**
- 支援日常管理任務,包括資料輸入、預約安排和後續追蹤。
- 學習和使用公司特定的軟體和工具。
**_財務規劃發展_**
- 與顧問合作起草初步財務計畫。
- 參加內部審查會議以完善規劃策略。
**_團隊協作和會議_**
- 參加團隊會議、研討會和培訓課程。
- 與不同部門合作跨學科計畫。
**行銷與推廣**
- 協助為社群媒體平台和公司網站創建內容。
- 參加外展計畫、研討會或網路研討會。
**_持續學習_**
- 參加有關財務規劃、客戶互動和其他相關主題的內部培訓課程和研討會。
- 積極尋求回饋並實施回饋以促進個人成長。
**_合規與監管_**
- 了解行業特定法規並確保所有工作均符合規定。
- 協助合規團隊進行日常檢查和記錄。
**_社區參與_**
- 代表 WISH 團隊參加大學展會或其他公共平台。
- 參與 WISH 團隊所進行的社區服務或企業社會責任活動。
**_最終項目/演示_**
- 實習結束時,將學習和經驗整合到演示或專案中,展示在實習期間獲得的見解、面臨的挑戰和技能。
**上述工作範圍為實習生提供了全面的經驗,從財務規劃的技術方面到客戶處理、團隊協作和社區參與。始終確保實習生受到良好的監督、指導,並定期收到回饋,以充分利用在 Wish 團隊的時間。
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