Full-Time

Executive Assistant

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Charlotte, NC, USA

Category
Executive Support
Administrative & Executive Assistance
Administrative Support

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High school graduate or equivalent
  • Seven years administrative experience in support role with two years of experience supporting a senior level manager or professional
  • Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
  • Ability to work independently and provide direction to other clerical staff
  • Ability to deal with complex situations that require sound judgment
  • Exhibits the poise, confidence, and interpersonal skills necessary to favorably interact with employees, clients, senior corporate officers, and directors
  • Ability to operate office equipment (fax, copier, etc.)
  • Ability to endure light physical labor
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Ensure effective communication and partnership with Executive Assistant teammates. Identify issues, research questions, and bring matters to manager’s attention.
  • Establish and maintain files and records.
  • Manage executive’s schedule (including appointments, meetings, and arrangement of travel requirements and itineraries) and correspondence by gathering information, preparing and editing communications and designing and preparing graphic presentations.
  • Complete projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans.
  • Serve as a liaison, interacts with important clients, community leaders and other executives to help ensure informed and consistent decisions are made and problems are researched and resolved timely and appropriately.
  • Deal discreetly with confidential information.
Desired Qualifications
  • Bachelor’s degree

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The company's goal is to empower RIAs to grow their businesses and enhance client interactions.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

3%

2 year growth

2%
Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.

Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding