Ausbil Investment Management, based in Sydney, is one of Australia’s leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management. Our clients include industry superannuation funds, investment platform, advisers and retail investors.

Your Current Role:

We are searching for a Business Development Support person to join the Ausbil team. The role will primarily focused on supporting the Business Development Managers through outbound calls to financial planners, pipeline support and high-level support for event follow up.

While limited in scope, the person will also help support financial planners and investors with their daily online and telephone enquiries.

- Business Development Support – Conducting outbound calls to financial planners and pipeline support, high level support for events. Rebate facilitation and support.
- Systems and Reporting – Administration and maintenance of Salesforce. Preparation of monthly reports.
- Deliver exceptional customer service: Respond to adviser and client enquiries, help resolve issues and provide accurate information about our products.
- Process customer requests: Efficiently manage and process customer requests by being the contact between us and our unit registry provider.
- Be a team player: Assist other teams with ad hoc tasks,



exposing you to areas such as Product, Sales, Marketing, Operations, Legal and Compliance.

About You: You will ideally have either at least 1-2 years of financial services industry experience and/or hold a relevant Finance, Commerce or Business degree qualification.

Key Requirements

- Exceptional customer service skills
- Strong organisational and time management abilities
- Excellent communication and interpersonal skills
- High attention to detail and commitment to accuracy
- Proficiency with Microsoft Office and the ability to learn new systems.
- An interest in funds management and financial markets.
- at least 1-2 years of investment funds or super experience (preferred) or relevant degree qualified.

Core Competencies:
- Problem-solving and analytical skills
- Attention to detail and accuracy
- Proficient computer skills
- Team player with a positive attitude

Diversity & inclusion at Ausbil We are committed to an inclusive workplace in which differences and unique perspectives are encouraged and valued. Each employee is valued for their unique and distinctive background and skills, experiences, and point of view.

What's next

Please apply now if you would like the opportunity to work in an award-winning boutique fund manager.

Agencies: Please note, this vacancy is being managed directly by Ausbil’s Human Resources. Thank you

📌 Business Development Support - Graduate (Sydney)
🏢 Ausbil Investment Management
📍 Sydney