Weaver Capital Management LLC · 4 hours ago
Client Service and Operations Administrator
Suwanee, GA
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $70K/yrWeaver Capital Management is an independent, planning-led wealth management firm serving high net-worth individuals and families. They are seeking a Client Service & Operations Administrator to support their advisory team and ensure a consistent, high touch client experience.
AdviceFinancial ServicesWealth Management
Hiring Manager
Toddi Brennan
Responsibilities
Serve as a primary point of contact for client service requests
Coordinate client meetings, scheduling, preparation, and follow-up
Assist with onboarding new clients and account setup
Execute and track workflows within Redtail CRM
Maintain accurate client records and documentation
Support operations, compliance documentation, and internal processes
Provide administrative and office support to advisors and operations staff
Qualification
Required
Prior experience in a financial advisory or wealth management firm preferred
Strong organizational skills and attention to detail
Professional written and verbal communication skills
Comfortable working with CRM systems (Redtail experience a plus)
Ability to manage multiple priorities in a professional environment
Company
Weaver Capital Management LLC
Weaver Capital Management is a Private Wealth Management Firm located in Suwanee, Georgia.
Founded in 1993
2-10 employees
Funding
Current Stage
Early StageLeadership Team
DeWitt Weaver III, CFP, CKA
Founder & President
Company data provided by crunchbase