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