Financial Operations Administrator

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

About the Role

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.

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 Current (formerly Crete Professionals Alliance) partner firms

Qualifications

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

Strongly Preferred (But Not Required):

Tools or Platforms: 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

Why Cross Financial

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

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.​

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

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 & 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

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.