Graduate Sales & Marketing Assistant

Join a growing SMSF & Portfolio administration business.

Have you gained exposure to an accounting, financial planning, or financial services firm—and now want a more dynamic, hands-on role?

We’re looking for a driven and organised Graduate Sales & Marketing Assistant to work directly with the founder of a growing SMSF and portfolio administration business. This is a unique opportunity to take ownership, build your skills quickly, and play a meaningful role in driving business growth.

About the Role

• Updating and maintaining marketing materials

• Booking appointments with qualified leads

• Coordinating and participating in webinars and industry events

• Preparing and distributing monthly client communications

• Supporting adviser onboarding and ongoing training

• Developing training manuals and resources

• Acting as a link between clients, programmers, and admin team

• Managing website updates and social media content

• Entering and tracking leads in the CRM

About You

• Positive and proactive with a strong can-do attitude

• Confident communicator with strong presentation skills

• Highly organised with excellent time management

• Able to work independently and take ownership

• Resourceful and solutions-focused

• Commercially aware and curious

• Motivated by completing tasks and delivering outcomes

• Qualifications & Experience

• Recent graduate in Marketing, Business, Communications, Commerce, or related field

• Exposure to accounting or financial planning environments

• Familiarity with CRM or marketing tools (desirable)

• Experience in sales, marketing, or customer service (advantageous)

About Us

AAS is a professional services firm providing outsourced accounting and investment administration services to financial advisers and accountants across Australia.

We’re a small but growing business where your contribution will be visible, valued, and impactful.

Learn more at: www.aasolutions.net.au