Financial Office Administrative Assistant

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Oversee custodial platforms, particularly Schwab Advisor Center.

• Facilitate compliance with external consultants, encompassing ADV filings, annual reviews, and regulatory communications.

• Manage client service operations, which include onboarding, account management, and handling service requests.

• Oversee the technology stack, which consists of CRM, portfolio management, and document management systems.

• Document procedures and develop standard operating procedures (SOPs).

• Monitor internal workflows and projects across Cross Financial and Crete partner firms.

• Act as the operational foundation of a growing RIA platform.

• Eliminate operational obstacles so that advisors and leadership can concentrate on growth.

⛳️ Requirements

• A minimum of 5 years of experience in financial services or RIA operations.

• Practical experience with the Charles Schwab platform, especially Schwab Advisor Center.

• Highly organized and self-motivated.

• Capable of thriving in remote working environments.

• Excellent communication skills for confidently managing client and internal interactions.

• Ability to establish structure, enhance workflows, and ensure execution.

• Experience with Salesforce, HubSpot, and/or Advyzon is strongly preferred but not mandatory.

• Client service experience in advisory settings is strongly preferred but not mandatory.

• Expertise in task, workflow, and deadline management is strongly preferred but not mandatory.

• Familiarity with trust and estate planning processes is strongly preferred but not mandatory.

• Legally authorized to work in the US for any employer.

• No current or future sponsorship required to work in the US.

🏝️ Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental).

• Company-Paid Life Insurance 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.

• Bonus offered.