Financial Office Administrative Assistant (Remote)

Crete PA(11 hours ago)

RemoteFull TimeSenior$65,000 - $100,000Cross Financial

About this role

Cross Financial is seeking a senior-level Financial Office Administrative Assistant to support operations within a growing RIA platform. The role involves managing custodial platforms, ensuring compliance, supporting client service operations, and improving workflows, all in a fully remote setting.

View Original Listing

Required Skills

custodial Platform Management
Compliance Coordination
Client Service Operations
Technology Stack Administration
Process Documentation
Workflow Management
CRM
Portfolio Management
Document Management
Regulatory Compliance

About Crete PA

cretepa.com

Crete PA is a collaborative network of accounting and professional services firms designed to empower local brands while leveraging national capabilities for growth. The firm offers a wide range of services including accounting, audit and attestation, tax planning, and advisory services tailored to enhance business efficiency and compliance. By combining local knowledge with extensive resources and expertise, Crete PA enables its member firms to thrive in a competitive landscape while maintaining their unique identity. The network places a strong emphasis on collaboration, innovation, and community engagement, making it a trusted partner for its members across various industries.

View more jobs at Crete PA →