About Altruist
Empowering financial advisors with modern technology
Key Highlights
- Raised $601.5 million in Series E funding
- Headquartered in Culver City, CA, with 501-1000 employees
- Launched Hazel, an AI assistant for financial advisors
- Combines digital tools with custody services for efficiency
Altruist is a fintech company headquartered in Culver City, CA, focused on modernizing custodial services for financial advisors. With over $601.5 million raised in Series E funding, Altruist provides an all-in-one platform that combines powerful digital tools with custody services, enabling advisor...
🎁 Benefits
Altruist offers comprehensive health, dental, and vision coverage starting on the first day of employment, competitive compensation packages, and equi...
🌟 Culture
Altruist fosters a technology-driven culture that prioritizes efficiency and modern solutions in wealth management. The company is committed to inclus...
Overview
Altruist is hiring a Cashiering & Treasury Operations Analyst to manage money movement and treasury operations. This role is based in Dallas, TX and is ideal for entry-level candidates looking to start their career in finance operations.
Job Description
Who you are
You are an entry-level professional eager to start your career in finance operations. You possess a strong attention to detail and a willingness to learn about cashiering and treasury processes. You are adaptable and ready to embrace the challenges of a dynamic work environment.
You understand the importance of teamwork and collaboration, and you are excited about contributing to a mission-driven company like Altruist. You are open to feedback and committed to personal and professional growth.
What you'll do
As a Cashiering & Treasury Operations Analyst, you will be responsible for processing incoming and outgoing transactions, ensuring accuracy and compliance with financial regulations. You will work closely with the treasury team to support money movement activities and assist in IRA transaction coding. Your role will involve maintaining records and providing support for financial reporting.
You will have the opportunity to learn about the wealth management industry and contribute to the development of Altruist's AI platform. You will collaborate with various teams to optimize processes and improve operational efficiency.
What we offer
At Altruist, you will be part of a culture that values kindness, brilliance, and grit. We offer a supportive environment where you can grow your skills and make a meaningful impact in the financial services industry. You will have access to resources and mentorship to help you succeed in your role and advance your career.
Interested in this role?
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