Advisor Operations Analyst

Altruist is looking for an Advisor Operations Analyst to join their Advisor Operations Team with a focus on money movement, treasury, and IRA transaction coding. The ideal candidate will have excellent communication skills, a strong desire to build lasting relationships, and attention to detail.

Requirements

• Excellent communication skills
• Ability to transition quickly and execute in a dynamic and fast-paced environment
• Highly organized with a strong and proactive work ethic
• Attention to detail with proven experience in delivering high levels of accuracy
• High degree of initiative and personal responsibility to anticipate issues, find solutions, and drive resolution
• Strong Excel/Google Sheets knowledge and capability to seamlessly work with large data sets

Benefits

• A hybrid work schedule for most positions
• Stunning, amenity-filled office spaces
• Competitive pay and equity for eligible positions
• Premium healthcare, dental, and vision insurance plans
• 401k savings plan with a 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development opportunities
• Company perks program
• Financial guidance program
• One month work from anywhere policy