Transfers of Assets Analyst

The opportunity Altruist is in the midst of an exceptional growth phase and we're excited to hire a Transfers of Assets Analyst to join our growing Operations Team. As a Transfer of Assets Analyst, you'll play a hands‑on role in helping client assets move onto the Altruist platform accurately and efficiently. You'll review incoming and outgoing requests, submit transfers, resolve exceptions, and partner with internal teams and external firms to keep transfers moving and improve the client experience. Your work has a direct impact on whether client accounts are funded and ready to trade, since delays in transfer processing can affect service levels and revenue generation. You'll also join a team environment where collaboration and culture matter, which makes the role especially exciting for someone who wants to do challenging work alongside people who support one another. Hybrid role based out of our Dallas, TX office. Expected to work on site Tuesday-Thursday. Your impact Review documentation to confirm if it's in good order Submit electronic and manual transfer requests and follow to completion Contact contra firms to resolve any blocks on completing client requests Assist with daily reporting Identify areas for innovation and process improvements Build relationships internally and externally to improve the client experience Research and resolve transfer exceptions by reviewing reject reasons and memos, resubmitting eligible requests, and coordinating outreach when advisor action is needed What you bring Experience – 1 year of experience working as an Analyst at a Financial Services company An understanding of AML and risk mitigation rules Education – Ideally looking for a B.A. / B.S. degree in relevant fields such as Finance or Business, but not required Ownership – The pride you put into every aspect of your work is unparalleled and undeniable Superb communication – Intentional dialogue is a superpower. You listen as well as you share your perspective with others Resilience – Your unwavering determination to achieve success, no matter the adversity you face Assurance – Your confidence is brilliant, yet ego‑less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives Creative problem solving – Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks Bonus points Prior experience with ACATs/Non-ACATs Series 7 License Dallas, TX salary range: $59,000 - $86,000 USD Benefits and perks Stunning, amenity-filled office spaces in Dallas, TX (headquarters) 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 after one year of employment 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, 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) We are committed to providing a diverse, inclusive, and authentic workplace. All qualified candidates are encouraged to apply. #J-18808-Ljbffr Altruist