Financial Office Administrative Assistant - Remote

Overview

An overview paragraph about the job

In Short

• 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; it is a senior operations position designed for a financial services professional.
• The role offers autonomy, visibility, and long-term stability in a fully remote environment.
• Fully remote work from anywhere in the US, no time-zone or in-office requirements.
• High-trust, high-responsibility role with direct access to leadership.
• 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.

Requirements

• 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.

Benefits

• Health, Dental, and Vision Insurance.
• Company-Paid Life and Long-Term Disability Insurance.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Opportunities for professional growth, learning, and development.