Cashiering & Treasury Operations Analyst
Altruist(18 days ago)
About this role
The Advisor Operations Analyst at Altruist is a member of the Cashiering & Treasury team supporting the company’s AI-driven wealth management platform. The role focuses on ensuring accurate treasury and money movement operations to support financial advisors and clients. This position contributes to Altruist’s mission of making financial advice more affordable and accessible.
Required Skills
- Cashiering
- Treasury
- Money Movement
- Reconciliation
- Wire Transfers
- ACH
- Journal Entries
- Compliance
- AML
- Excel
+3 more
Qualifications
- College Degree Preferred
- FINRA SIE
- Series 7
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.