Senior Financial Operations Admin: Remote Growth Role

Cross Financial, an independent member of the Crete Professionals Alliance, seeks a seasoned Financial Office Administrative Assistant to be the operational backbone of a growing RIA platform. This senior role offers autonomy, visibility, and long-term stability in a fully remote environment for a professional who thrives on ownership and execution.

You will manage custodial platforms, coordinate compliance, oversee client service operations, and optimize workflows across Cross Financial and