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
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.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a custodian service that helps RIAs reduce overhead. The goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

N/A

Growth & Insights
Headcount

6 month growth

24%

1 year growth

38%

2 year growth

74%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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