Financial Advisor Assistant

Solomons Wealth Management Australia
Brisbane, QLD
A$55,000-$65,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

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

Brisbane, QLD, 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.

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