Financial Office Administrative Assistant
New
C
Cross FinancialFinancial Services
Fully remote environmentFull-TimeSenior
Salary$65K - $95K; $65K – $95K • Offers Bonus
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Job Details
- Experience
- 5+ years
- Required Skills
- SalesforceHubSpotCRM
Requirements
- 5+ years of experience in financial services or RIA operations.
- Demonstrated experience working with the Charles Schwab platform.
- Strong ability to work self-directed and stay organized in remote environments.
- Excellent communication skills for managing client and internal stakeholder interactions.
- Proven experience in building structure, improving workflows, and ensuring execution.
- Ability to manage complex tasks and deadlines effectively.
- Proficiency with CRM and portfolio management systems preferred (e.g., Salesforce, HubSpot, Advyzon).
- Experience with client service in advisory environments.
- Familiarity with trust and estate planning processes is a plus.
Responsibilities
- Manage custodial platform operations, specifically Schwab Advisor Center.
- Coordinate compliance activities including ADV filings, annual reviews, and regulatory correspondence.
- Execute client service operations such as onboarding, account maintenance, and service requests.
- Administer the technology stack including CRM, portfolio management systems, and document management tools.
- Develop and maintain process documentation and standard operating procedures (SOPs).
- Track internal workflows and projects across the organization and partner firms.
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