Executive Assistant, Altruist
$96-141k
+ Stock options
All-in-one platform for financial advisors and their clients
Job no longer available
All-in-one platform for financial advisors and their clients
501-1000 employees
Job no longer available
$96-141k
+ Stock options
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- Minimum 5 years of experience supporting C-level executives
- Strong written and verbal communication skills
- Ability to interact with Board members, advisors, and clients in a professional manner
- Strong critical thinking
- Impeccable organizational skills and time management
- Ability to function autonomously in a fast paced environment
- Google Suite experience
- Previous fintech or startup experience preferred but not required
What the job involves
- Altruist is entering an exciting phase and we are looking for an organized and resourceful individual who can own the calendar of our CEO and help protect his time. This person will have the ability to prioritize tasks, make sound judgment calls, and is eager to play a key role in a complex, growing, disruptive business
- Work directly with the CEO to support and manage his schedule and all day to day administrative responsibilities
- Provide calendar support to the executive team as needed, especially when meetings also involve the CEO
- Manage the CEO’s inbox, ensuring critical messages are reviewed in timely manner and do not “get buried”
- Evaluate and prioritize meeting requests from internal and external stakeholders and respond accordingly
- Draft, review and send communications on behalf of the Executive team
- Own and manage both internal and external scheduling (e.g., weekly business updates, All Hands, Board meetings)
- Coordinate travel arrangements and restaurant reservations when necessary
- Maintain confidential and sensitive information with the utmost discretion
Our take
Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.
Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.
Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.
Freddie
Company Specialist
Insights
Company
Funding (last 2 of 5 rounds)
May 2024
$169m
SERIES E
Apr 2023
$112m
SERIES D
Total funding: $449.5m
Company benefits
- Be rewarded for doing great work: competitive compensation and equity for all team members
- Health, dental, and vision coverage, available on your first day
- Set future you up for success with 4% 401(k) matching
- Flexible time off and work hours to meet your needs
- Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave
Company values
- First and foremost we believe in treating everyone with kindness, respect, and equality
- Brilliance at Altruist means constantly striving to better your craft with a growth mindset, always learning
- Lastly, we have grit—a bias toward action and an insatiable appetite for getting things done to bring us closer to delivering on our mission
Company HQ
McManus, Culver City, CA
Articles
Leadership
Jason Wenk
(CEO)Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
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