Full-Time

Senior Administrative Assistant

Investment Banking

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Compensation Overview

$75k - $100kAnnually

Senior

New York, NY, USA

Category
Administrative & Executive Assistance
Investment Banking
Administrative Support
Finance & Banking
Requirements
  • High school diploma, or equivalent education and related training
  • Seven years of progressively more complex clerical experience
  • Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
  • Exhibited ability to work independently
  • Ability to deal with complex situations which require sound judgment
  • Ability to operate office equipment (e.g. copier, fax)
  • Ability to endure light physical labor
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Responsibilities
  • Prepare (key) correspondence, reports and forms.
  • Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
  • Execute routine projects within general guidelines and instruction.
  • May provide workflow and problem-solving guidance to other administrative assistant levels.
  • Establish and maintain files and records.
  • Screen calls/voicemails and handle or route to appropriate people.
  • Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments.
  • Deal discreetly with confidential information.
  • Can make recommendations to management based on findings.
  • Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority.
Desired Qualifications
  • Associate’s degree
  • Working knowledge of Microsoft Access and PowerPoint
  • Completion of certifications that are specific to industry

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

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

4%

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