Crete Professionals Alliance

Financial Office Administrative Assistant

Crete Professionals Alliance

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $65,000 - $100,000 per year

About the role

  • 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

Requirements

  • Financial services operations professionals with 5+ years of experience
  • 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: Schwab Advisor Services experience
  • Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience
  • RIA or financial planning operations background
  • Client service experience in advisory environments
  • Task, workflow, and deadline management expertise
  • Exposure to trust and estate planning processes
Benefits
  • Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
custodial platform managementcompliance coordinationADV filingsprocess documentationSOP creationworkflow managementproject trackingclient service operationsaccount maintenanceservice requests
Soft Skills
self-directedhighly organizedstrong communicatorbuilding structureimproving workflowsensuring executionindispensable mindsetremote work proficiencyclient interaction managementinternal interaction management