Account Operations Analyst
Altruist(1 day ago)
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.
Required Skills
- Account Maintenance
- Document Review
- Compliance
- Risk Escalation
- Reconciliation
- Communication
- Troubleshooting
- Process Improvement
- Technical Aptitude
- Problem Solving
Qualifications
- B.A. / B.S.
- FINRA Series 7
- FINRA Series 99
About Altruist
altruist.comAltruist 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.
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