Cashiering & Treasury Operations Analyst

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>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.</p> <p>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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About the position</strong></span></span></p> <p>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.</p> <p><span style="text-decoration: underline;"><strong>What you’ll do</strong></span></p> <p>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. </p> <ul> <li>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.</li> <li>Grow the efficiency of existing organizational processes and procedures to enhance and sustain the organization’s vision. </li> <li>Maintain overall reconciliation across various accounts on a daily basis.</li> <li>Develop, implement, and maintain Cashiering operations policies and procedures including proper controls and compliance reporting.</li> <li>Records management and retention. </li> <li>Maintain Cashiering narratives and risk control matrix and execute updates as required.</li> <li>Assist in audit reporting requests.</li> <li>Participate in responding to Cashiering related inquiries from colleagues in different departments. </li> <li>Responsible for multiple Cashiering functions for business continuity during disaster recovery situations.</li> <li>Ability to travel for training, disaster recovery, and other business purposes.</li> </ul> <p><span style="text-decoration: underline;"><strong>What you’ll bring</strong></span></p> <ul> <li>1+ years of experience in banking, accounting, treasury or finance operations experience and/or training required.</li> <li>Excellent communication skills and a strong desire to build lasting relationships with various internal and external stakeholders.</li> <li>Ability to transition quickly and execute in a dynamic and fast-paced environment.</li> <li>Highly organized with a strong and proactive work ethic.</li> <li>Attention to detail with proven experience of delivering high levels of accuracy.< ... (truncated, view full listing at source)