Advisory Senior Administrative Assistant

Posted 7 Days Ago
Be an Early Applicant
The Woodlands, TX, USA
Hybrid
Senior level
Professional Services • Financial Services
The Role
Provides advanced administrative and operational support to Advisory professionals and teams. Manages complex workflows, client and engagement administration, CRM data, records, deliverables, meetings, events, and practice logistics. Serves as a process resource, supports training and cross-coverage, maintains documentation, improves workflows, and assists with new system implementation. Requires strong organization, communication, judgment, confidentiality, and proficiency with Microsoft Office and Adobe Acrobat.
Summary Generated by Built In

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver is seeking an Advisory Senior Administrative Assistant. The Advisory Senior Administrative Assistant provides advanced administrative and operational support across the Advisory practice. This position independently manages complex assignments and recurring workflows, serves as a resource for assigned processes, supports team development and coverage, and contributes to efficient and consistent administrative operations.

Duties and Responsibilities:   

  • Provide advanced administrative and operational support to Advisory professionals and teams, anticipating needs, coordinating priorities, and ensuring timely follow-through
  • Independently manage complex assignments and recurring administrative workflows, ensuring accuracy, consistency, and timely completion.
  • Serve as a process owner, backup, or subject-matter resource for assigned administrative functions, providing guidance, training, and cross-training to other team members
  • Draft, format, proofread, edit, process, and perform quality-control reviews of engagement letters, reports, correspondence, presentations, and other client or internal deliverables in accordance with firm standards
  • Support client, lead, opportunity, engagement, and project administration within the Firm's CRM and related systems, including data maintenance, workflow coordination, approvals, troubleshooting, win/loss processing, and project creation
  • Maintain process documentation and resources and identify opportunities to improve workflows, quality, consistency, and backup coverage
  • Maintain accurate client, engagement, team, and administrative records within firm systems and resources
  • Coordinate meetings, trainings, events, and other practice activities, including scheduling, materials, catering, ordering, and related logistics
  • Support contractor, time and expense, and other practice administration as assigned
  • Collaborate with administrative team members to provide cross-coverage and maintain continuity of support across the Advisory practice
  • Support implementation and adoption of new systems, tools, and processes, including workflow testing, issue identification, documentation, and knowledge sharing.
  • Perform other duties and special projects as assigned

To be successful in this role, the following qualifications are required:

  • High school diploma or equivalent 
  • 5+ years of professional administrative experience, preferably in a corporate or professional services environment
  • Strong client service, written and verbal communication, interpersonal, and collaboration skills
  • Strong organizational skills, attention to detail, and ability to independently manage multiple priorities and deadlines
  • Demonstrated initiative, ownership, sound judgment, and problem-solving skills, including the ability to evaluate information, identify solutions, and determine when escalation is appropriate
  • Ability to learn and explain complex processes, share knowledge with others, and contribute to process improvement
  • Ability to work collaboratively across teams, practices, offices, and internal departments while providing consistent and responsive support
  • Ability to adapt to changing priorities, processes, and technology and contribute to process improvement and increased efficiency
  • Proficiency with Microsoft Office applications and Adobe Acrobat, with the ability to learn and firm-specific systems and technology
  • Ability to handle sensitive and confidential information with appropriate discretion

    Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees’ wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!

    We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

    People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

    What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

    Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. 

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Skills Required

    • High school diploma or equivalent
    • 5+ years of professional administrative experience, preferably in a corporate or professional services environment
    • Strong client service, written and verbal communication, interpersonal, and collaboration skills
    • Strong organizational skills, attention to detail, and ability to independently manage multiple priorities and deadlines
    • Initiative, ownership, sound judgment, and problem-solving skills
    • Ability to evaluate information, identify solutions, and determine when escalation is appropriate
    • Ability to learn and explain complex processes, share knowledge, and contribute to process improvement
    • Ability to collaborate across teams, practices, offices, and internal departments
    • Ability to adapt to changing priorities, processes, and technology
    • Proficiency with Microsoft Office applications and Adobe Acrobat
    • Ability to learn firm-specific systems and technology
    • Ability to handle sensitive and confidential information with discretion
    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    HQ: Houston, TX
    2,082 Employees
    Year Founded: 1950

    What We Do

    Weaver has built a nationwide presence on an unwavering commitment to client success, acting with integrity and always striving to transcend expectations. From start-ups to multi-national Fortune 500 companies, we deliver solutions for our clients that drive growth and transformation. Weaver’s clients include commercial, government and not-for-profit organizations across a wide range of industries. The firm is particularly well-known in financial services, energy, manufacturing and distribution, construction, technology, real estate, health care and government. Our comprehensive assurance, tax and advisory services leverage the deep experience of our teams and offer strategic solutions that push to the next level of what’s possible. Our experience includes risk advisory, IT advisory, energy compliance and consulting, forensics and litigation services, transaction advisory, valuation and specialty tax services, including international tax, state and local tax, tax credits and incentives, fixed asset advisory, tax provision, tax controversy and private client services. The Houston-based firm is nationally ranked by both INSIDE Public Accounting (IPA) and Accounting Today, including recognition as a Best of the Best and Fastest-Growing firm by IPA. Since 1950, our commitment to excellence has been backed by the experienced talent in our growing firm, and today, Weaver holds top workplace recognitions in many of the markets we serve. Advance your career at a firm that invests in you. Learn more at weaver.com.

    Similar Jobs

    Citadel Logo Citadel

    Commodities Analyst

    Information Technology • Software • Financial Services • Big Data Analytics
    In-Office
    5 Locations
    4000 Employees

    Liberty Mutual Insurance Logo Liberty Mutual Insurance

    Configuration Engineer

    Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
    Remote or Hybrid
    6 Locations
    40000 Employees
    83K-154K Annually

    Liberty Mutual Insurance Logo Liberty Mutual Insurance

    Engineering Manager

    Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
    Hybrid
    6 Locations
    40000 Employees
    156K-281K Annually

    CrowdStrike Logo CrowdStrike

    Sr. Mac Sensor Engineer (Hybrid)

    Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
    Hybrid
    4 Locations
    11000 Employees
    140K-215K Annually

    Similar Companies Hiring

    Granted Thumbnail
    Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
    New York, New York
    23 Employees
    Hanover Park Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    42 Employees
    Onshore Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    60 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account