Financial Office Administrative Assistant (Remote)
About The Position
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
Requirements
- 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
- Task, workflow, and deadline management expertise
Nice To Haves
- 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
- 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
