Advisor Operations Analyst

Altruist
Dallas, TX
Category Finance
Job Description
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
]]>