Advisory Admin Specialist II — Hybrid

Weaver; Houston (TX); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Weaver Benefits

Job summary

Weaver is seeking an Advisory Administrative Assistant II to join our collaborative Advisory Admin Team in Houston or Dallas. This intermediate role provides administrative and operational support to Advisory Partners and internal teams while offering broad knowledge of Advisory services, systems, and processes.

The ideal candidate is professional, organized, and detail-oriented, with the experience and judgment to independently manage recurring processes, anticipate next steps, and balance

Qualifications

• High school diploma required.
• 3+ years of corporate administrative support experience.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Detail-oriented with proofreading abilities.
• Customer service and interpersonal skills.
• Ability to work independently in a team environment.
• Proficiency in MS Word, Excel, PowerPoint, and Outlook; CRM experience preferred.

Responsibilities

• Provide day-to-day administrative and operational support to Advisory Partners and internal teams.
• Prepare, format, proofread, and process engagement documents, reports and client deliverables.
• Support engagement setup and maintain client, contact, opportunity, and project data in CRM.
• Manage recurring administrative requests, track items, and escalate issues as needed.
• Coordinate calendars, meetings, and conferencing needs, avoiding conflicts.
• Maintain electronic files, trackers, and administrative records with accuracy.
• Assist with document routing and signature coordination.
• Collaborate with other departments to support client, billing, and admin needs.
• Learn processes across Advisory service lines and support cross-training.
• Prioritize assignments and handle changing needs with sound judgment.

Skills

Strong organizational skills

Excellent written and verbal коммуника

Attention to detail

Customer service

Independent work

Multitasking

Education

High school diploma

Tools

Microsoft Word

Excel

PowerPoint

Outlook

CRM software

Job description

Weaver is seeking an Advisory Administrative Assistant II to join our collaborative Advisory Admin Team in Houston or Dallas. This intermediate role provides administrative and operational support to Advisory Partners and internal teams while offering broad knowledge of Advisory services, systems, and processes.

The ideal candidate is professional, organized, and detail-oriented, with the experience and judgment to independently manage recurring processes, anticipate next steps, and balance