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 seeking an Estate and Divorce Operations Specialist to review and process estate and divorce related requests. This role requires strong attention to detail and knowledge of industry regulations.
Job Description
Who you are
You have experience in operations management, particularly in handling estate and divorce processes. Your attention to detail ensures that you can accurately review and process complex documents, identifying beneficiaries and allocation percentages with precision. You understand the importance of adhering to industry regulations and internal policies, ensuring compliance in all your work. You are a team player who values collaboration and communication, fostering a positive work environment. Your ability to adapt and remain focused under pressure is key to your success in this role. You are committed to continuous improvement and are always looking for ways to optimize processes and enhance efficiency.
What you'll do
As the Estate and Divorce Operations Specialist, you will be responsible for reviewing and processing requests related to estate and divorce matters. This includes analyzing documents to determine beneficiaries and asset divisions, ensuring that all actions comply with relevant regulations and internal policies. You will collaborate with various teams to streamline operations and improve service delivery. Your role will involve maintaining accurate records and documentation, as well as communicating effectively with clients and stakeholders to address inquiries and provide updates on the status of requests. You will also contribute to the development of best practices and operational guidelines to enhance the overall efficiency of the department.
What we offer
At Altruist, we are dedicated to transforming the wealth management industry and making financial advice more accessible. We offer a supportive and inclusive work environment where you can thrive and grow in your career. Our team values kindness, brilliance, and grit, and we encourage you to bring your unique perspective to the table. We provide opportunities for professional development and a chance to make a meaningful impact in the lives of our clients. Join us in our mission to challenge the status quo and deliver superior outcomes for financial advisors and their clients.
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