Remote Senior Financial Operations Specialist
Current USA
Cross Financial seeks a seasoned Financial Operations Administrator/Specialist to back a growing RIA platform. This senior role emphasizes ownership, follow-through, and keeping advisory operations running smoothly in a fully remote environment.
You will drive custodial platform management, compliance coordination, client service operations, and workflow optimization while collaborating with leadership and external consultants across Cross Financial and its partner firms.
#J-18808-LjbffrVacancy posted 4 days ago
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