Financial Office Administrative Assistant (Remote)

Financial Office Administrative Assistant (Remote)

Cross Financial | Senior Operations Role | High Trust. Real Impact.

Cross Financial is hiring a seasoned Financial Office Administrative Assistant to serve as the operational backbone of a growing RIA platform.

This is not a traditional admin role. This is a senior operations position designed for a financial services professional who thrives on ownership, follow-through, and making complex advisory businesses run smoothly—removing friction so advisors and leadership can focus on growth.

If you enjoy being the person who keeps everything moving, this role offers autonomy, visibility, and long-term stability in a fully remote environment.

Why Cross Financial

• Fully remote — work from anywhere in the US, no time-zone or in-office requirements

• High-trust, high-responsibility role with direct access to leadership

• RIA-first platform built for growth, efficiency, and advisor success

• Meaningful influence over operations, workflows, and execution

• Long-term opportunity to grow with the firm as it scales

• No licensing, sales pressure, or portfolio management responsibilities

This Role Will Own

• Custodial platform management (Schwab Advisor Center specifically)

• Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)

• Client service operations (onboarding, account maintenance, service requests)

• Technology stack administration (CRM, portfolio management system, document management)

• Process documentation and SOP creation

• Internal workflow and project tracking across Cross Financial and Crete partner firms

Who This Is For

• Financial services operations professionals with 5+ years of experience

• Self-directed, highly organized individuals who excel in remote environments

• Strong communicators who can manage client and internal interactions confidently

• Professionals who enjoy building structure, improving workflows, and ensuring execution

• Someone who wants to be indispensable, not interchangeable

Strongly Preferred (But Not Required):

• Schwab Advisor Services experience

• Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience

• RIA or financial planning operations background

• Client service experience in advisory environments

• Task, workflow, and deadline management expertise

• Exposure to trust and estate planning processes

Compensation: 65K – 100K annually depending on experience

Bonus Available: Yes

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Ready to elevate your career in an environment where your impact matters? Apply today.

“Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.​

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Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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