W138727 - Admin assistant

Admin assistant

**Please contact the Goldfields LLEN to organise this placement, please do not contact the employer directly, dates to be negotiated**

If you’re a seeking a work experience placement or have a VET Business student with an interest in pursuing a career in Financial Services, this is a great opportunity to participate in a ‘real-world’ work placement.

Established in 2011 by George Flack OAM this busy financial planning business became part of the EJM Group in 2024. With a close-knit team of qualified professionals, they deliver personal financial strategies to create and protect their client’s wealth over the long term, while dealing with day-to-day financial stages and challenges of life. The team offers the following services:
Mortgage Broking and Lending
Retirement Planning
Personal and Life Insurance
Investments
Superannuation and SMSF
Aged Care and Centrelink
Debt Reduction and Cash-flow
Estate Planning

Please note students undertaking this placement will gain a general understanding of the services and processes but will not be included in client meetings or review client documents as per privacy and confidentiality restrictions.

Skills You Might Learn

Students may have the opportunity to attain a broad range of skills while on work placement. These may include valuable general employability skills such as:
• Communication
• Teamwork
• Problem solving
• Planning and organising
• Self-management
Students can also attain vital industry specific skills which may include:
• Hands-on practical experience
• Observing and learning from industry qualified and experienced professionals
• Working in real-life scenarios and environments
• Working with tools and equipment necessary to the occupation and business
• Liaising and working both independently and with colleagues.

Typical Tasks & Duties

Typical tasks and duties may include but not limited to:
Reception - answering incoming calls, filing, letting staff know when clients have arrived and basic data entry using industry specific software.
Other tasks will include ‘shadowing’ various staff and learning what is involved within their areas/units and the services they provide. You will undertake tasks specific to that vocation, which may include data entry, using industry specific software, and assisting with general administration duties across a range of areas.

Student Requirements

Students are required to have an interest in pursuing a career in the finance industry or administration roles, be confident using computers and willing to listen and observe.
Personal mobile phones are not required and should only be used out of work hours or on meal breaks.

Dress Requirements

Neat casual business attire with closed in shoes.

Special Transport Requirements

Public transport is available.

Positions: 3 Positions
ID Number: W138727
Industry Area: BUSINESS SERVICES
Location: Eaglehawk - Explore Region
Mode/Type: Work Experience (WE)
Attendance: 9am – 3pm Personal mobile phones are not required and should only be used out of work hours or on meal breaks.
Added By: Goldfields Local Learning & Employment Network

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