Advisory Administrative Assistant II

Weaver; Dallas (TX); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Weaver is seeking an Advisory Administrative Assistant II to support the Advisory Partners and internal teams in Dallas or Houston. This role combines administrative and operational duties, with responsibility for client data in CRM, document preparation, and cross-team coordination.

The ideal candidate is organized, detail-oriented, and able to handle multiple priorities in a deadline-driven environment. Hybrid or in-office work is possible, with standard 8:00 AM - 5:00 PM hours and occasional

Qualifications

• High school diploma required.
• 3+ years of corporate-level administrative, professional services support, or comparable experience.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and proofreading skills.
• Strong customer service and interpersonal skills.
• Ability to exercise sound judgment, ask appropriate follow-up questions, and escalate when needed.
• Ability to work independently while contributing within a team.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; ability to learn new systems.

Responsibilities

• Provide day-to-day administrative and operational support to Advisory Partners and internal teams.
• Prepare, format, proofread, and process engagement documents, reports, presentations, spreadsheets, and client deliverables.
• Maintain accurate client, contact, opportunity, and project data in CRM and other systems.
• Manage recurring administrative requests, gather information, track items, follow up with stakeholders, escalate issues when needed.
• Coordinate calendars, meetings, conference rooms, virtual meetings, and scheduling needs.
• Maintain electronic files, spreadsheets, recurring reports, trackers, and contact lists with high accuracy.
• Assist with document routing, signature coordination, and other Advisory workflows.
• Coordinate with other departments to support routine client, engagement, billing, and admin needs.
• Learn processes across multiple Advisory service lines and cross-train.

Skills

Organizational skills

Communication skills

Attention to detail

Customer service

Independent work

Multi-tasking

Microsoft Office proficiency

CRM experience

Education

High school diploma

Tools

Microsoft Word

Excel

PowerPoint

Outlook

CRM software

Workflow tools

Job description

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

Position Profile

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 recurring processes, anticipate next steps, and balance multiple priorities in a deadline-driven environment. This person should be comfortable learning new systems and processes, following up with stakeholders, identifying incomplete or inconsistent information, escalating issues appropriately, and working collaboratively across the Advisory Admin Team.

This position can be 100% in office or hybrid reporting to either our Houston or Dallas office. Expected work hours are 8:00 AM - 5:00 PM. Overtime may be required periodically based on business needs, peak workload periods, and reporting deadlines.

Key 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 and operational requests; gather necessary information; identify incomplete or inconsistent details; track open items; follow up with stakeholders; and elevate issues appropriately


• Coordinate calendars, meetings, conference rooms, virtual meetings, and other scheduling needs while anticipating related next steps and potential conflicts


• Maintain electronic files, spreadsheets, recurring reports, trackers, contact lists, and other administrative records with a high degree of accuracy


• Assist with document routing, signature coordination, and other recurring Advisory workflows


• Coordinate with other firm departments to support routine client, engagement, billing, and administrative needs


• Learn processes across multiple Advisory service lines, provide backup support to other Advisory administrative team members, and actively participate in cross-training


• Prioritize competing assignments and changing needs while maintaining accuracy, responsiveness, sound judgment, and professional service


• Perform other administrative duties and special projects as assigned

Qualifications

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

• High school diploma


• 3+ years of corporate-level administrative, professional services support, or comparable experience


• Strong organizational skills with the ability to manage multiple priorities and meet deadlines


• Excellent written and verbal communication skills


• Strong attention to detail and proofreading skills


• Strong customer service and interpersonal skills


• Ability to exercise sound judgment, ask appropriate follow-up questions, and identify when an issue should be escalated


• Ability to work independently while contributing effectively within a team-based support environment


• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, with the ability to learn new systems and technology


• Experience with CRM, workflow, project administration, document management, scheduling, or similar business systems is preferred

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.