Office Assistant, Altruist
Pay is between $30-$35 per hour
5 days a week in office
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
Pay is between $30-$35 per hour
5 days a week in office
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- Experience - 2+ years of relevant experience as a receptionist, office/facilities coordinator, administrative assistant, or similar customer service-oriented role
- 2+ years of facilities or reception experience
- Excellent interpersonal communication and writing skills
- Self-starter/proactive: works with a sense of urgency and handles self with minimal supervision; “no job too small” attitude
- Proficiency in Google Workspace G Suite
- Strong problem-solving skills and the ability to work independently
- Knowledge of administrative and clerical procedures
- Detail-oriented
- Must be willing to work assigned hours
- Technical aptitude - You’re technologically savvy and can easily get up to speed on the technologies we use, including troubleshooting technical issues that pop up in the office
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks
What the job involves
- Altruist is in the midst of an exceptional growth phase and we’re excited to hire an Office Assistant to join our growing Workplace team and spearhead the opening of our new San Francisco location!
- Act as onsite lead for all operational aspects of the San Francisco office, including supplies, mail, printers, snacks, water, etc
- Man the reception desk, greet employees, visitors, guests, and escort them to the appropriate location, following proper security procedures
- Maintain a clean and organized office environment ensuring conference rooms, kitchen/break room, and reception area stay orderly, and presentable
- Receive mail, documents, packages, and courier deliveries and delivers or distributes items/assists with outgoing mail, maintaining supplies for the office
- Administer building access (guest access) following standard security and onboarding/offboarding processes
- Maintain office and kitchen supply inventory, anticipate needs, and place orders as necessary
- Work with IT to ensure workstation equipment is ready for employee use
- Assist with other administrative duties as requested, including ensuring readiness for high-level in-office meetings or meeting catering
- Handle on-site team events, and office catering
- Help organize social events for the community hub and fun activities for the team at the office
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 at Welcome to the Jungle
Insights
67% employee growth in 12 months
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 HQ
McManus, Culver City, CA
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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