Full-Time

Brokerage Staff Accountant

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Mid

Dallas, TX, USA

Required Skills
Excel/Numbers/Sheets
Requirements
  • Detailed-oriented
  • Solid comprehension of Generally Accepted Accounting Principles (GAAP)
  • Proficiency in Excel, Word, and other Microsoft office products
  • Ability to handle multiple responsibilities simultaneously in a deadline-driven environment
  • 2+ years of experience
Responsibilities
  • Prepare daily cash reconciliations
  • Prepare journal entries and reconciliations supporting monthly close
  • Assist in preparation of regulatory filings
  • Assist in gathering data and information requests in connection with external audits
  • Recommend and implement process improvements
  • Assist in ad-hoc requests

Altruist offers an all-in-one investment platform for financial advisors, featuring intuitive software for account opening, trading, reporting, and billing, along with digital bulk transfers and high-touch support. The platform utilizes commission-free fractional share trading, a model marketplace, and automated rebalancer to streamline operations and exceed client expectations.

Company Stage

Series D

Total Funding

$297M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

14%

1 year growth

45%

2 year growth

105%