Financial Advisor Assistant
vor 3 Wochen
Solomons Wealth Management Australia – Brisbane QLD At Solomons Group Australia , we are a cultured, diverse, and inclusive team proudly working with both domestic and international clients and companies. Our team specialises 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. We are seeking a dedicated and proactive Financial Advisor Assistant to join our growing team. In this key role, you’ll manage client inquiries, prepare reports, assist with administrative tasks, and support client meetings. Strong organisational skills, attention to detail, and the ability to work efficiently in a fast‑paced environment are essential. You will play a vital role in maintaining smooth office operations and supporting the overall success of the team. The ideal candidate will be client-focused, motivated, and eager to develop their career in financial services. 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 organisation Skills & Experience: Fluent in English, Cantonese, and Mandarin (spoken and written) is preferred, as proficiency in Cantonese and Mandarin is highly valuable for the role. Prior experience in financial services and banking is preferred, especially in roles involving client relations, compliance, or financial analysis. Bachelor’s degree preferred. Excellent organisational 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. Comfortable working in a fast‑paced, multicultural environment with domestic and international clients. Minimum 1‑2 years of relevant work experience preferred. 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 Join a team that is guided by the values of Wisdom , Fairness , and Wealth - principles that shape how we support our clients, collaborate with colleagues, and create long‑term financial success. We are committed to fostering a culture where both clients and employees thrive. By valuing relationships, personal growth, and mutual success, we ensure that everyone - whether a client, colleague, or partner - feels respected and supported. We care deeply about the people we work with and the positive impact we make together. If you’re ready to grow professionally, we’d love to hear from you. #J-18808-Ljbffr
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