{"id":1119053,"url":"https://alion.io/job/current-financial-office-administrative-assistant","title":"Financial Office Admin","company":{"id":450371,"name":"Current","domain":"current.co","url":"https://alion.io/company/current-4","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":88,"open_postings":15,"ghost_share":0,"stale_share":0.467,"repost_share":0,"time_to_fill_p50_days":53,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"hiring_geo_confidence":"structured","locations":["Portland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":95000,"currency":"USD","period":"year","gross":null,"usd_annual":95000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-22T17:34:40Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-09-24T07:43:31Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"About the Company\nAt Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.\nFounded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.\nWe’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.\nAbout the Role\nCross Financial is hiring a seasoned Financial Office Administrative Assistant to serve as the operational backbone of a growing RIA platform.\nThis 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.\nIf you enjoy being the person who keeps everything moving, this role offers autonomy, visibility, and long-term stability in a fully remote environment.\nWhy Cross Financial\nHigh-trust, high-responsibility role with direct access to leadership\n\nRIA-first platform built for growth, efficiency, and advisor success\n\nMeaningful influence over operations, workflows, and execution\n\nLong-term opportunity to grow with the firm as it scales\n\nNo licensing, sales pressure, or portfolio management responsibilities\n\nResponsibilities\nCustodial platform management (Schwab Advisor Center specifically)\n\nCompliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)\n\nClient service operations (onboarding, account maintenance, service requests)\n\nTechnology stack administration (CRM, portfolio management system, document management)\n\nProcess documentation and SOP creation\n\nInternal workflow and project tracking across Cross Financial and Crete partner firms\n\nQualifications\nFinancial services or RIA operations professionals with 5+ years of experience\n\nWorking experience with Charles Schwab platform\n\nSelf-directed, highly organized individuals who excel in remote environments\n\nStrong communicators who can manage client and internal interactions confidently\n\nProfessionals who enjoy building structure, improving workflows, and ensuring execution\n\nSomeone who wants to be indispensable, not interchangeable\n\nStrongly Preferred (But Not Required):\nTools or Platforms: Salesforce, HubSpot, and/or Advyzon experience\n\nClient service experience in advisory environments\n\nTask, workflow, and deadline management expertise\n\nExposure to trust and estate planning processes\n\nCross 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.\nCompensation & Benefits\nThe total rewards package at Current includes base salary and benefits.\nOur 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.\nWe provide a robust benefits package, including:\nHealth, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)\n\nCompany-Paid Life and Long-Term & Short-Term Disability Insurance\n\nAncillary Benefits such as supplemental life insurance, critical illness, and accident insurance\n\nClassic Safe Harbor 401(k) Plan with employer contributions\n\nOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning\n\nEqual Opportunity\nWe 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.","description_format":"text","description_chars":5129,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Professional Services"],"lifecycle":[{"event":"open","at":"2026-09-22T17:48:18Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":53,"reasons":["conf:2","win:early"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":95000,"is_top_pay":false},"html_url":"https://alion.io/job/current-financial-office-administrative-assistant","json_url":"https://alion.io/job/current-financial-office-administrative-assistant.json","meta":{"generated_at":"2026-09-24T08:01:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}