Our client is a leading Australian funds management business.
With a strong national presence and a reputation for investment excellence, they continue to grow their adviser network and distribution capabilities across Australia.The Role:As a Business Development Associate, you'll work closely with the national distribution team and play a key role in helping advisers access resources, coordinating meetings and events, maintaining CRM records, and ensuring the team operates efficiently.This is a highly varied position combining relationship management, event coordination, client engagement, administration and business development support.Key ResponsibilitiesBuild and maintain strong relationships with financial advisersCoordinate adviser meetings and manage team diariesPrepare presentations, briefing packs and client communicationsAssist with platform reporting and data analysisSupport Business Development Managers with key account activitiesThis chance would suit someone early in their career who enjoys building relationships,



thrives in a fast-paced environment and is looking to establish themselves within financial services.Ideal Skills & Experience2+ years' experience in an office, client service or administration roleStrong written and verbal communication skillsExcellent organisational and time management abilitiesConfidence speaking with clients and stakeholdersIntermediate to advanced Microsoft Office skillsRG146 is idealYou'll be joining a collaborative and supportive team where initiative is valued and development is encouraged.
This is an environment where you'll gain exposure to senior stakeholders, learn from experienced professionals and develop a strong understanding of the financial advice and investment industry.BenefitsExposure to a leading investment management businessCareer progression within financial servicesVariety across administration, events, client service and business developmentWork alongside experienced industry professionalsNational team environment with ongoing learning opportunities
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📌 Business Development Associate (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales