Account Operations Analyst

Altruist

1 month ago

3.6 on Glassdoor

Los Angeles, CA

Hybrid

Full Time

Medior

4 applicants

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About this role

An Account Operations Analyst at Altruist supports account opening and maintenance processes for financial advisors, ensuring regulatory compliance and accurate account records. The role focuses on document review, daily reconciliation, and collaborating with cross-functional teams to identify and resolve account-related issues.

Skills

Qualifications

B.A. / B.S.FINRA Series 7FINRA Series 99

About Altruist

altruist.com

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.

Recent company news

RIABiz

Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'

1 day ago