Marketing & Client Service Assistant

1 day ago

Sydney, New South Wales, Australia Accounting and Adviser Services Pty Ltd Full time $60,000 - $90,000 per year

We're a fast-growing SMSF &
Portfolio Administration business
in Sydney CBD, looking for someone with strong administrative, organisational, client service, and marketing skills to join our team.

In this role, you'll work closely with the CEO and our team to make a real impact by:

·     Managing key relationships with advisers, accountants and clients

·     Providing support and training for our internally developed software

·     Collaborating with offshore teams to ensure seamless client support

·     Helping coordinate monthly client updates, newsletters, and marketing

·     Organising and managing events and marketing activities

·     Assisting with client invoicing and billing

·     Organising and participating in webinars and industry conferences

·     Assisting in the development and improvement of internal software

·     Improving client experience and marketing materials.

Our ideal candidate will possess the following attributes

·     Can-do attitude

·     Highly organized with attention to detail

·     Independence and resourcefulness

·     Enjoys working in a close-knit team

·     Enjoys a sense of accomplishment

Skills & Qualifications

·      
Excellent communication and presentation skills

·      Ability to work collaboratively in a team environment

·      Experience in using Canva

·      
Knowledge of Xero or MYOB is highly desirable

·      Previous experience working within financial services and accounting is beneficial

·      Strong MS Office skills

·     Attention to detail, ability to multitask and strong organisational skills

·     Relevant qualifications in Marketing, Finance, or a related field are beneficial

Previous experience in an accounting or financial planning business is a bonus, but above all, we're looking for someone eager to help us deliver great value to our team and clients.

About us

AAS is a professional service business that provides outsourced accounting and investment administration services to financial advisers and accountants in Australia. You can find out more about what we do at

To apply, please call Peter on or email your application to

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