Whitehorse Tertiary Business Skills ProgramCase studies

Financial Planning Internship (A)

• Assist the team in delivering wealth advisory services• Assist the private client advisors with client work• Conduct fund enquiries and research• Support planners in preparing statements of advice• Assist planners with implementation process and file

checking/compliance• Administrative tasks related to the Finance Department

Financial Planning Internship (B)

• Comprehensively collect all relevant client information(lifestyle goals, current financial situation etc) and any pre-work required before client meeting

• Enter data into software planning tool(s). Monitor data entryto ensure accuracy and data integrity. Liaise with client toensure correct information is obtained

• Document all file notes and prepare reports•

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Assist in the development of a financial planning strategy withFinancial AdvisersDevelop and model client focused financial planningstrategies from basic to complex

• Contact third parties to resolve client queries whereappropriate.Independently use business tools & processes toresolve client queries

• Document responses to financial planning related queries

Human Resources Internship (A)

• Provide day-to-day administrative support to the HR Advisorand HR Director

• Act as point of contact for HR related queries and promptlyassist with resolution

• Facilitate new employee on boarding processes (permanent)eg.: prepare & distribute employment contracts, sendnotifications to IT & Finance, ‘produce ‘new starter’ packs

• Conduct employee separation processes• Prepare casual/freelance contracts and related processes as

required• Assist Payroll in maintenance of files and ensure audit

compliance• Manage interface between HR and Payroll• Prepare letters - eg.: salary increases, change of job titles,

probation completions & extensions• Liaise with and support the Payroll Team as required

Human Resources Internship (B)

• Assist with the development of position descriptions• Assist with the recruitment process (interviews and

inductions)• Develop and implement staff satisfaction surveys• Review and implement policies and procedures• Review current recruitment strategy• Implement new and innovative ways to identify and attract

entry level recruits• Support the Recruitment Team in filling vacant entry level

positions• Update candidate tracking system

Information Technology Internship

• Work with IT staff to scope core requirements of projects anddevelop integrated IT based solutions

• Provide IT help desk support & solutions to both externalclients and staff

• Develop cloud and mobile/tablet based platforms forbusiness operations including areas such as e-commerce, riskmanagement & reporting and operational security

• Develop/enhance organisation’s website and mobile platforms(e.g. customise CRM system with integrated email and SMSsupport)

• Develop/enhance core IT operating systems (e.g. basictroubleshooting of POS, modems, cash drawers and eftpos

• Basic troubleshooting and support services of enterprisesystems such as ERP, HR, Payroll and DC systems.

Marketing Internship

• Develop a Strategic Marketing plan• Collect relevant data• Conduct market research• Develop an online marketing plan• Assist with website & brochure design to execute the

promotional activities• Develop and implement strategy and tasks to increase brand

awareness.

Marketing and Business Development Internship

• Assist, create and distribute marketing collateral to supportsponsorships and local area marketing

• Manage stock levels of promotional material including stock-take to determine current levels and order placement forfuture events

• Attend staff planning meetings and presentations• Attend media and creative planning meetings and WIP's

(works in progress)• Develop and distribute direct mail (including mail merge and

send)• Research competitor and market position and use this to draft

papers on the external environment

Property and Real Estate Internship

• Gain an understanding of residential propertymanagement functions

• Assist inspections/open houses• Generate condition and vacation reports• Manage landlord and tenant relationships• Conduct house inspections of rental properties• Perform market appraisals for sale and rental properties• Perform market appraisals for rental properties• Assist with advertising and creating signage• Participate in vendor meetings and recording vendor

feedback• Undertake sales training• Database management• Overview of reception and handling customer enquiries• Assist the Property Management Team and undertake

general administrative tasks

Find out more atwbiz.com.au/wtbsp