[Remote] Financial Office Administrative Assistant (Remote)
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.
Responsibilities
ā¢ Custodial platform management (Schwab Advisor Center specifically)
ā¢ Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)
ā¢ Client service operations (onboarding, account maintenance, service requests)
ā¢ Technology stack administration (CRM, portfolio management system, document management)
ā¢ Process documentation and SOP creation
ā¢ Internal workflow and project tracking across Cross Financial and Crete partner firms
Skills
ā¢ Financial services operations professionals with 5+ years of experience
ā¢ Self-directed, highly organized individuals who excel in remote environments
ā¢ Strong communicators who can manage client and internal interactions confidently
ā¢ Professionals who enjoy building structure, improving workflows, and ensuring execution
ā¢ Someone who wants to be indispensable, not interchangeable
ā¢ Schwab Advisor Services experience
ā¢ Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience
ā¢ RIA or financial planning operations background
ā¢ Client service experience in advisory environments
ā¢ Task, workflow, and deadline management expertise
ā¢ Exposure to trust and estate planning processes
Benefits
ā¢ Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
ā¢ Company-Paid Life and Long-Term Disability Insurance
ā¢ Ancillary Benefits such as supplemental life insurance and short-term disability options
ā¢ Classic Safe Harbor 401(k) Plan with employer contributions
ā¢ Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company Overview
ā¢ 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/.
Apply Now
Apply Now
Responsibilities
ā¢ Custodial platform management (Schwab Advisor Center specifically)
ā¢ Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)
ā¢ Client service operations (onboarding, account maintenance, service requests)
ā¢ Technology stack administration (CRM, portfolio management system, document management)
ā¢ Process documentation and SOP creation
ā¢ Internal workflow and project tracking across Cross Financial and Crete partner firms
Skills
ā¢ Financial services operations professionals with 5+ years of experience
ā¢ Self-directed, highly organized individuals who excel in remote environments
ā¢ Strong communicators who can manage client and internal interactions confidently
ā¢ Professionals who enjoy building structure, improving workflows, and ensuring execution
ā¢ Someone who wants to be indispensable, not interchangeable
ā¢ Schwab Advisor Services experience
ā¢ Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience
ā¢ RIA or financial planning operations background
ā¢ Client service experience in advisory environments
ā¢ Task, workflow, and deadline management expertise
ā¢ Exposure to trust and estate planning processes
Benefits
ā¢ Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
ā¢ Company-Paid Life and Long-Term Disability Insurance
ā¢ Ancillary Benefits such as supplemental life insurance and short-term disability options
ā¢ Classic Safe Harbor 401(k) Plan with employer contributions
ā¢ Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company Overview
ā¢ 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/.
Apply Now
Apply Now