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.
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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