Transfers of Assets Analyst
AltruistRIA Custodian/Platform company
Dallas, United States$59,000 - $86,000 USDMid
Salesforce Ventures
GIC
Geodesic Capital
Baillie Gifford
Carson Family Office
ICONIQ Growth
Operations & Strategy
About the role
TL;DR
Analyze and process client asset transfers onto the Altruist platform.
Required skills
ExcelRisk ManagementCommunicationProblem SolvingAnalytical Thinking
Domain expertise
fintech
Benefits & perks
Equity, Health insurance, Dental insurance, Vision insurance, 401k match, Paid parental leave, Professional development budget, Company perks program, Financial guidance program, Work from anywhere policy
Tech stack
Excel