[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 • 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 Skills • 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 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 Company Overview • 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 tot his job Apply To this Job