Financial Office Administrative Assistant

Current

. Manage custodial platforms, specifically Schwab Advisor Center .

Posted 9/22/2026full-timeRemote • Oregon • United StatesMid-LevelSenior💰 $65,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing custodial platforms and client service operations within financial services, with a strong focus on compliance, workflow improvement, and operational efficiency. Proficient in utilizing technology stacks, including CRM and portfolio management systems, to enhance service delivery and support growth.

Highest-signal resume keywords

5+ Years Experience In Financial ServicesSchwab Advisor Center ManagementClient Service Operations ManagementSalesforce ExperienceWorkflow Management Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Custodial Platform ManagementCompliance CoordinationAccount MaintenanceStandard Operating Procedures DocumentationWorkflow TrackingClient OnboardingPortfolio Management SystemsDocument Management SystemsTask ManagementEstate Planning Processes

Soft Skills

Self-DirectedHighly OrganizedStrong Communication Skills

Tools & Technologies

Schwab Advisor CenterSalesforceHubSpotAdvyzon

Industry Keywords

RIA OperationsFinancial ServicesComplianceClient ServiceOperational Efficiency

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of experience in financial services or RIA operations
Working experience with Charles Schwab platform, specifically Schwab Advisor Center
Self-directed and highly organized
Ability to excel in remote environments
Strong communication skills for managing client and internal interactions confidently
Ability to build structure, improve workflows, and ensure execution
Salesforce, HubSpot, and/or Advyzon experience strongly preferred but not required
Client service experience in advisory environments strongly preferred but not required
Task, workflow, and deadline management expertise strongly preferred but not required
Exposure to trust and estate planning processes strongly preferred but not required
Legally authorized to work in the US for any employer
No current or future sponsorship requirement to work in the US

Benefits

Comp & perks

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
Bonus offered