Executive Assistant, CEO

Los Angeles, CA

About the role

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br><br><strong>Grit</strong> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><p><span style="text-decoration: underline;"><strong>About the position</strong></span></p> <p>Altruist is entering an exciting phase and we are looking for an organized and resourceful individual who can own the calendar of our CEO and help protect his time. This person will have the ability to prioritize tasks, make sound judgment calls, and is eager to play a key role in a complex, growing, disruptive business.</p> <p><em>This position will be onsite at our Culver City office (4 days per week)</em></p> <p><span style="text-decoration: underline;"><strong>What you’ll do</strong></span></p> <ul> <li>Work directly with the CEO to support and manage his schedule and all day to day administrative

responsibilities  </li> <li>Provide calendar support to the executive team as needed, especially when meetings also involve the CEO</li> <li>Manage the CEO’s inbox, ensuring critical messages are reviewed in timely manner and do not “get buried”</li> <li>Evaluate and prioritize meeting requests from internal and external stakeholders and respond accordingly</li> <li>Draft, review and send communications on behalf of the Executive team</li> <li>Own and manage both internal and external scheduling<strong> </strong>(e.g., weekly business updates, All Hands, Board meetings)</li> <li>Coordinate travel arrangements and restaurant reservations when necessary</li> <li>Maintain confidential and sensitive information with the utmost discretion</li> </ul> <p><span style="text-decoration: underline;"><strong>What you’ll bring</strong></span></p> <ul> <li>Minimum 5 years of experience supporting C-level executives</li> <li>Strong written and verbal communication skills</li> <li>Ability to interact with Board members, advisors, and clients in a professional manner</li> <li>Strong critical thinking</li> <li>Impeccable organizational skills and time management</li> <li>Ability to function autonomously in a fast paced environment</li> <li>Google Suite experience</li> <li>Previous fintech or startup experience preferred but not required</li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="title">Los Angeles, CA salary range</div><div class="pay-range"><span>$96,000</span><span class="divider">—</span><span>$141,000 USD</span></div></div></div><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>What we bring</strong></span></p> <p>Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of

perks and

benefits are tailored for you to feel your best while doing your best.</p> <ul> <li>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. </li> <li>Competitive total

compensation.</li> <li>Premium healthcare, dental, and vision insurance plans (HMO and PPO).</li> <li>401k savings plan with a 4% match and immediate vesting.</li> <li>16 week paid parental leave after one year of employment.</li> <li>Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.</li> <li>Company

perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).</li> <li>Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).</li> <li>One month work from anywhere policy (with the exception of a few countries).</li> </ul> <p><em><span style="font-weight: 400;">Total

compensation includes a competitive

benefits package, along with a

bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and

compensation programs regularly to ensure </span><span style="font-weight: 400;">fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive

compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating

compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.</span></em></p> <p><em><span style="font-weight: 400;">Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.</span></em></p></div>

About Altruist

Altruist offers a digital platform designed to support independent financial advisors in managing their practices. The company provides integrated tools for account opening, trading, portfolio reporting, and billing within a unified system. Its services include commission-free fractional share trading, a model marketplace for investment strategies, and automated portfolio rebalancing. Altruist also offers features such as digital account funding, customizable fee billing, and performance reporting to streamline advisors' operations. The platform aims to simplify the technology stack for advisors, enabling them to focus more on client engagement and business growth. Additionally, Altruist provides resources like the RIA Launch Kit and Custodian Buyer's Guide to assist advisors in establishing and scaling their firms. The company is backed by investors including Venrock, Vanguard, and Insight Partners.

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Job details

Salary

$96,000 - $141,000

Location

Los Angeles, CA

Company

NameAltruist
IndustryAsset Management
Team Size4

Funding

Total raised

$609M

Last stage

Series F

Investors

GGIC
Insight Partners
VVenrock
Salesforce Ventures
ICONIQ Growth

Founders

Jason Wenk

Jason Wenk

Founder & CEO

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.