Financial Operations Administrator

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

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.