Financial Advisor Assistant
Solomons Wealth Management Australia
Posted 4 days ago
About Us:
At Solomons Group Australia, we are a cultured, diverse, and inclusive team proudly working with both domestic and international clients and companies. Our team specializes in delivering tailored financial advice, helping our clients achieve their financial goals across local and global markets.
We value collaboration, integrity, and excellence, and we are passionate about providing an exceptional client experience in every interaction.
Key Responsibilities:
Provide administrative and operational support to financial advisors
Coordinate appointments, manage client communications, and assist with meeting preparation
Prepare financial reports, statements, and presentation materials
Maintain and update client records using CRM systems
Manage documentation, compliance paperwork, and follow-up tasks
Liaise with domestic and international clients, product providers, and internal teams
Assist with the planning and coordination of client events and seminars
Perform general office management tasks, including email and file organization
Skills & Experience:
Proficient in English, Cantonese, and Mandarin (spoken and written)
Prior experience in financial services, banking, or professional office administration preferred
Bachelor’s degree preferred
Excellent organizational and time-management skills
Strong attention to detail and accuracy
Professional written and verbal communication skills
Ability to manage confidential information responsibly
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems
RG146 qualifications preferred
Comfortable working in a fast-paced, multicultural environment with domestic and international clients
What We Offer:
A supportive, welcoming, and culturally diverse team environment
The opportunity to work with a wide range of domestic and international clients
Ongoing professional development, mentorship, and clear career progression pathways
Exposure to global financial strategies and cross-border client work
Join Us
Be part of a team that stands for Wisdom, Fairness, and Wealth—principles that guide how we support our clients, work together, and help build lasting financial success.
About Solomons Wealth Management Australia
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
Junior/Associate Financial Adviser
Bentley Recruitment

Associate Financial Adviser
Advance Recruitment Partners

Financial Planning Associate
Profectus Financial Partners
Client Services Officer – Financial Planning
Sovereign Wealth Financial Pty Ltd
Senior Financial Advisor
University of the Sunshine Coast

Client Service Officer / Financial Planning Assistant
Coastwise Wealth (Essential Advice)
Financial Adviser Associate
Infinity Accounting & Business Advisory
Administration Assistant - Financial Services
Business & Wealth Partners Pty Ltd