Financial Office Admin

Current • Portland, OR

9d • Remote

About The Position

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.

Requirements

• Financial services or RIA operations professionals with 5+ years of experience
• Working experience with Charles Schwab platform
• 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

Nice To Haves

• Salesforce, HubSpot, and/or Advyzon experience
• Client service experience in advisory environments
• Task, workflow, and deadline management expertise
• Exposure to trust and estate planning processes

Responsibilities

• 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

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed