Current

Associate

• Assist in performing audits of governmental clients under Government Auditing Standards
• Learn and apply current accounting principles and auditing techniques
• Help prepare financial statements, footnote disclosures, and management letters
• Collect, organize, and analyze financial data to ensure accuracy and compliance
• Communicate progress and findings clearly with team members
• Handle confidential and sensitive information responsibly
• Participate in professional development and training opportunities
• Work with experienced professionals and gain exposure to varied clients and projects

Audit Associate

Administrative Assistant

• Manage custodial platforms, specifically Schwab Advisor Center
• Coordinate compliance with external consultants, including ADV filings, annual reviews, and regulatory correspondence
• Manage client service operations, including onboarding, account maintenance, and service requests
• Administer the technology stack, including CRM, portfolio management, and document management systems
• Document processes and create standard operating procedures (SOPs)
• Track internal workflows and projects across Cross Financial and Crete partner firms
• Serve as the operational backbone of a growing RIA platform
• Remove operational friction so advisors and leadership can focus on growth

Audit Associate

Financial Office Administrative Assistant