Advisory Administrative Specialist (Hybrid Work)

Weaver; Houston, Dallas (TX, TX); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Holidays

401(k) plan

Job summary

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

The ideal candidate is professional, organized, responsive, and detail-oriented, with the experience and judgment to independently manage

Qualifications

• High school diploma is required.
• 3+ years of corporate-level administrative or similar experience.
• Strong organizational skills and ability to manage multiple priorities.

Responsibilities

• Provide day-to-day administrative and operational support to Advisory Partners and internal teams, taking ownership of assigned work through completion.
• Prepare, format, proofread, and process correspondence, engagement-related documents, reports, presentations, spreadsheets, and client deliverables.
• Support engagement setup and administration, including maintaining accurate client, contact, opportunity, and project information within CRM and other firm systems.
• Independently manage recurring administrative requests, gather information, track items, and escalate issues appropriately.
• Coordinate calendars, meetings, conference rooms, and virtual meetings, and anticipate conflicts.

Skills

Strong organizational skills

Excellent written and verbal comunic

Customer service

Independent worker

Education

High school diploma

Tools

CRM systems

Microsoft Office

Job description

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

The ideal candidate is professional, organized, responsive, and detail-oriented, with the experience and judgment to independently manage