Financial Office Admin

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.

• 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

• 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

• 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

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.​

• 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