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Altruist

Platform for RIAs with trading tools

Executive Assistant - CEO

Executive SupportConfirmed live in the last 24 hours
Full-timeCulver City, CA, USA$96k - $141k

About the Job

Requirements

  • A minimum of 5 years of experience supporting C-level executives.
  • Strong written and verbal communication skills.
  • Ability to interact professionally with Board members, advisors, and clients.
  • Strong critical-thinking skills.
  • Impeccable organizational skills and time management.
  • Ability to function autonomously in a fast-paced environment.
  • Google Suite experience.

Responsibilities

  • Work directly with the CEO to support and manage his schedule and day-to-day administrative responsibilities.
  • Provide calendar support to the executive team as needed, especially when meetings also involve the CEO.
  • Manage the CEO’s inbox, ensuring critical messages are reviewed in a timely manner and do not get buried.
  • Evaluate and prioritize meeting requests from internal and external stakeholders and respond accordingly.
  • Draft, review, and send communications on behalf of the executive team.
  • Own and manage internal and external scheduling, including weekly business updates, All Hands, and Board meetings.
  • Coordinate travel arrangements and restaurant reservations when necessary.
  • Maintain confidential and sensitive information with the utmost discretion.

Desired Qualifications

  • Previous fintech or startup experience.

About the Company

Altruist

Platform for RIAs with trading tools

Altruist builds a tech platform for Registered Investment Advisors (RIAs) to run their practice more efficiently. Its core tools include a streamlined tech stack with live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, helping RIAs serve more clients at lower costs. The platform also offers fast onboarding and quick access to investment management information, plus original content for independent advisors. Altruist’s business model offers its services for free to attract a large RIA user base and then monetizes through a vertically-integrated custodian service that reduces overhead for RIAs. The company differentiates itself by combining a free, easy-to-use software suite with integrated custodial services and practical resources, focused specifically on the needs of RIAs. Its goal is to help RIAs grow their business, improve client experiences, and lower operating costs by providing a centralized, cost-effective platform.

Company size
201-500
Company stage
Series F
Total funding
$601.5M
Headquarters
Culver City, CA
Founded
2018

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