Cashiering & Treasury Operations Analyst

Altruist is transforming the wealth management industry with an AI platform for financial professionals. They are seeking a Cashiering & Treasury Operations Analyst to manage cash requests, account reconciliations, and improve operational processes. Responsibilities Processing incoming and outgoing cash requests in a fast paced environment Handling account reconciliations and balancing Acting as a liaison between departments to respond to Cashiering related inquiries Processing various types of deposit and disbursement requests including but not limited to wire transfers, checks, ACHs, journal entries of cash and/or positions between customer accounts, and fee processing Growing the efficiency of existing organizational processes and procedures to enhance and sustain the organization’s vision Maintaining overall reconciliation across various accounts on a daily basis Developing, implementing, and maintaining Cashiering operations policies and procedures including proper controls and compliance reporting Records management and retention Maintaining Cashiering narratives and risk control matrix and executing updates as required Assisting in audit reporting requests Participating in responding to Cashiering related inquiries from colleagues in different departments Responsible for multiple Cashiering functions for business continuity during disaster recovery situations Ability to travel for training, disaster recovery, and other business purposes Skills 1+ years of experience in banking, accounting, treasury or finance operations experience and/or training required Excellent communication skills and a strong desire to build lasting relationships with various internal and external stakeholders Ability to transition quickly and execute in a dynamic and fast-paced environment Highly organized with a strong and proactive work ethic Attention to detail with proven experience of delivering high levels of accuracy High degree of initiative and personal responsibility to anticipate issues, find solutions, and drive resolution In depth knowledge of regulatory guidelines, internal firm policies, and Compliance/AML requirements and how they pertain to processing Strong knowledge of Excel/Google Sheets and capability to seamlessly work with large data sets College degree or equivalent experience preferred FINRA SIE, Series 7 Benefits A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance. Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Competitive pay and equity for eligible positions. Premium healthcare, dental, and vision insurance plans (HMO and PPO). 401k savings plan with a 4% match and immediate vesting. 16 week paid parental leave. Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.). Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). One month work from anywhere policy (with the exception of a few countries). Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. Company Overview Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments. It was founded in 2018, and is headquartered in Culver City, California, USA, with a workforce of 51-200 employees. Its website is