Strategic Advisory Admin Specialist 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

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