[Remote] Financial Office Administrative Assistant (Remote)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Crete Professionals Alliance is seeking a seasoned Financial Office Administrative Assistant to serve as the operational backbone of a growing RIA platform. This role involves managing custodial platforms, compliance coordination, and client service operations, all aimed at ensuring smooth operations for advisors and leadership.

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

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
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

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

Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions. It was founded in 2023, and is headquartered in Tampa, Florida, USA, with a workforce of 51-200 employees. Its website is https://cretepa.com/.

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