Analyst, Cashiering & Treasury Operations
Altruist
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is entering an exciting phase, and we're looking for a Cashiering Operations Analyst to join our quickly scaling team! The Cashiering Operations Analyst will be responsible for processing incoming and outgoing cash requests in a fast paced environment. The candidate will also handle account reconciliations and balancing, and also act as a liaison between departments to respond to Cashiering related inquiries.
Your impact
- Process various types of deposit and disbursement requests including but not limited to wire transfers, checks, ACHs, journal entries of cash and/or positions between customer accounts, and fee processing.
- Grow the efficiency of existing organizational processes and procedures to enhance and sustain the organization’s vision.
- Maintain overall reconciliation across various accounts on a daily basis.
- Develop, implement, and maintain Cashiering operations policies and procedures including proper controls and compliance reporting.
- Records management and retention.
- Maintain Cashiering narratives and risk control matrix and execute updates as required.
- Assist in audit reporting requests.
- Participate in responding to Cashiering related inquiries from colleagues in different departments.
- Responsible for multiple Cashiering functions for business continuity during disaster recovery situations.
- Ability to travel for training, disaster recovery, and other business purposes.
What you bring
- Experience - 1+ years of banking, accounting, treasury or finance operations experience and/or training required.
- Knowledge of regulatory guidelines with the ability to learn internal firm policies and Compliance/AML requirements and how they pertain to processing.
- Education - Ideally seeking a bachelor's degree in Finance, Accounting, Economics, Business Administration, or another related field.
- Technical aptitude - You’re technologically savvy and have strong knowledge of Excel/Google Sheets and the ability to work with large data sets.
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.