Senior Financial Operations Specialist (Remote)

Current; Portland (OR); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Life Insurance

Disability Insurance

Job summary

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.

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

Skills

5+ years experience

Charles Schwab platform

Remote work proficient

Strong communication

Process improvement / operations

Tools

Salesforce

HubSpot

Advyzon

Job description

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.