Brokerage Staff Accountant
Confirmed live in the last 24 hours
Altruist

501-1,000 employees

Integrated platform for independent financial advisors offering account
Company Overview
Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.
Fintech

Company Stage

Series D

Total Funding

$297M

Founded

2018

Headquarters

Culver City, California

Growth & Insights
Headcount

6 month growth

16%

1 year growth

49%

2 year growth

120%
Locations
Dallas, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Excel/Numbers/Sheets
CategoriesNew
Auditing
Financial Accounting
Financial Analysis
Accounting
Requirements
  • Detailed-oriented with strong analytical and organizational skills
  • Solid comprehension of Generally Accepted Accounting Principles (GAAP)
  • Proficiency in Excel, Word and other Microsoft office products
  • Ability to handle multiple responsibilities simultaneously in 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, when appropriate
  • Assist in ad-hoc requests