Financial Operations Administrator / Specialist
Current · Portland
About the Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
About the Role
Cross Financial is hiring a seasoned Financial Operations Administrator/Specialist 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.
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 Current (formerly Crete Professionals Alliance) partner firms
Qualifications
Financial services or RIA operations professionals with 5+ years of experience
Working experience with Charles Schwab platform and Black Diamond portfolio reporting
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
Strongly Preferred
Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience
Client service experience in advisory environments
Task, workflow, and deadline management expertise
Exposure to trust and estate planning processes
Why Cross Financial
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
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 services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term & Short-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.