Offer summary

Qualifications:

Bachelor's degree in finance, economics, or a related field., Strong analytical and problem-solving skills., Proficiency in financial planning software and tools., Excellent communication and interpersonal skills..

Key responsibilities:

Assist financial advisors in preparing financial plans for clients.

Conduct research on investment options and market trends.

Prepare reports and documentation for client meetings.

Maintain and update client records and financial databases.

myGwork is the largest global platform for the LGBTQ+ business community. Our mission is to make the workplace more inclusive for all by providing individual users and partner organizations access to a wide eco-system of services, including job opportunities, training, mentoring, employer branding, and free community events. Joining the platform is free for individual members, which supports myGwork’s goal of ensuring that the platform's benefits are as accessible and as far-reaching as possible. Corporate members get a tailored service, with carefully curated product packages to help them achieve all their DE&I goals. myGwork organizes two annual events, WorkFair – the largest virtual global career fair for the LGBTQ+ professionals, graduates and students, and WorkPride – a week-long global conference for the LGBTQ+ business community and allies during Pride Month. The company also recently launched the myGwork Academy, delivering practical and relevant LGBTQ+ training education to help create inclusive workplaces for all. For more information, check out www.mygwork.com.

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