Cashiering & Treasury Operations Analyst

Altruist•Dallas, TX

4h•$59,000 - $86,000•Hybrid

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.

Requirements

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 Haves

FINRA SIE, Series 7

Responsibilities

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.

Benefits

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).