Financial Office Administrative Assistant

🔥 16 hours ago

🌲 Oregon – Remote

🌲 Oregon – Remote

💵 $65k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Administrative Assistant

👻 Ghost score 16%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Current

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• 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

• 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

• 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