Cashiering & Treasury Operations Analyst

About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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.

About the position

Altruist is entering an exciting new phase, and we're looking for an Advisor Operations Analyst to join our Cashiering & Treasury team with a focus on money movement, treasury, and IRA transaction coding.

What you’ll do

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. The candidate will also act as a liaison between departments to respond to Cashiering related inquiries.

• 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’ll bring

• 1+ years of experience in banking, accounting, treasury or finance operations experience and/or training required.

• Excellent communication skills and a strong desire to build lasting relationships with various internal and external stakeholders.

• 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 of delivering high levels of accuracy.

• High degree of initiative and personal responsibility to anticipate issues, find solutions, and drive resolution.

• In depth knowledge of regulatory guidelines, internal firm policies, and Compliance/AML requirements and how they pertain to processing.

• Strong knowledge of Excel/Google Sheets and capability to seamlessly work with large data sets.

• College degree or equivalent experience preferred.

Nice to have:

• FINRA SIE, Series 7

Dallas, TX salary range
$59,000—$86,000 USD

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 and equity for eligible positions.

• Premium healthcare, dental, and vision insurance plans (HMO and PPO).

• 401k savings plan with a 4% match and immediate vesting.

• 16 week paid parental leave.

• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

• 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.).

• One month work from anywhere policy (with the exception of a few countries).

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.