Financial Office Assistant

Current; Portland (OR); À distance; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health, Dental, and Vision Insurance

Life Insurance

Disability Insurance

Résumé du poste

Current is seeking a seasoned Financial Office Administrative Assistant to act as the operational backbone for a growing RIA platform. This remote, high-responsibility role emphasizes ownership, follow-through, and seamless execution of advisory business workflows.

The position offers autonomy, visibility, and long-term stability within a supportive, growth-oriented environment, with opportunities to shape processes and systems across Cross Financial and Crete partner firms.

Qualifications

• 5+ years of experience in financial services or RIA operations.
• Experience with Charles Schwab platform.
• Self-directed and highly organized for remote work.
• Strong communication with clients and internal teams.
• Interest in building structured workflows and ensuring execution.

Responsabilités

• 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

Connaissances

5+ years experience

Charles Schwab platform

Remote work proficient

Strong communication

Process improvement / operations

Outils

Salesforce

HubSpot

Advyzon

Description du poste

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

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.

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

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

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

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.