Account Operations • Entry-Level

Who you are

You are an organized and detail-oriented individual eager to start your career in account operations. You thrive in a collaborative environment and are passionate about supporting financial advisors in delivering superior outcomes for their clients. You understand the importance of compliance and are committed to ensuring that all regulatory requirements are met. You possess strong communication skills, allowing you to effectively interact with team members and clients alike. You are adaptable and ready to tackle challenges head-on, demonstrating grit and a growth mindset in your work. You value kindness and respect diverse perspectives, contributing positively to team dynamics.

What you'll do

As an Account Operations Analyst, you will play a crucial role in the account opening and maintenance processes. You will be responsible for opening and updating accounts, ensuring that all necessary documentation is collected and processed accurately. You will communicate regularly with our advisor support team to address any inquiries and provide assistance as needed. Daily reconciliation activities will be part of your routine, where you will verify that all transactions comply with regulatory standards. Your attention to detail will help maintain the integrity of our operations, and you will contribute to the overall efficiency of the team.

What we offer

At Altruist, we are committed to building a diverse and inclusive workplace. We encourage you to apply even if your experience doesn't align perfectly with every qualification in the job description. You will have the opportunity to work in a supportive environment where your contributions are valued. We offer competitive compensation and benefits, along with opportunities for professional growth and development in the wealth management industry. Join us in transforming financial advice to make it better, more affordable, and accessible to all.