Financial Office Assistant

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.

Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

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.

• 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

• 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 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

• Tools or Platforms:
  Salesforce, Hub Spot, and/or Advyzon experience

• Client service experience in advisory environments

• Task, workflow, and deadline management expertise

• Exposure to trust and estate planning processes

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…