Office Assistant

Altruist; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

An innovative firm is seeking an Office Assistant to join their dynamic team in San Francisco. This role involves managing daily office operations, welcoming visitors, and ensuring a productive workspace. The ideal candidate will possess strong communication skills and a proactive approach to problem-solving. With a focus on kindness, brilliance, and grit, this opportunity offers a chance to contribute to a mission-driven organization dedicated to making financial advice accessible. Join a culture that values collaboration, professional growth, and a supportive work environment, where your contributions will make a real difference.

Benefits

Premium healthcare, dental, and vision insurance

401k savings plan with matching contributions

Generous paid parental leave

Professional growth opportunities

Physical and emotional wellness programs

Company perks program

Stunning office spaces

Competitive pay with equity options

Qualifications

• 2+ years of experience in a customer service-oriented role.
• Proficiency in administrative and clerical procedures.

Responsibilities

• Manage operational aspects of the San Francisco office.
• Greet and assist visitors, ensuring a welcoming environment.

Skills

Interpersonal Communication

Problem-Solving

Attention to Detail

Self-Starter

Technical Aptitude

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Google Workspace

Job description

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing - all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone - butwe can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!

If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!

But first, our values

Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - 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.

Grit - 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.

The opportunity

Please note : This position requires onsite presence 5 days a week out of our San Francisco, CA facility, and the pay is between $30-$35 per hour.

Altruist is in the midst of an exceptional growth phase and we're excited to hire an Office Assistant to join our growing Workplace team and spearhead the opening of our new San Francisco location!

Your impact

• Act as onsite lead for all operational aspects of the San Francisco office, including supplies, mail, printers, snacks, water, etc.
• Man the reception desk, greet employees, visitors, guests, and escort them to the appropriate location, following proper security procedures
• Maintain a clean and organized office environment ensuring conference rooms, kitchen / break room, and reception area stay orderly, and presentable
• Receive mail, documents, packages, and courier deliveries and delivers or distributes items / assists with outgoing mail, maintaining supplies for the office
• Administer building access (guest access) following standard security and onboarding / offboarding processes
• Maintain office and kitchen supply inventory, anticipate needs, and place orders as necessary
• Work with IT to ensure workstation equipment is ready for employee use
• Assist with other administrative duties as requested, including ensuring readiness for high-level in-office meetings or meeting catering
• Handle on-site team events, and office catering
• Help organize social events for the community hub and fun activities for the team at the office

What you bring

• Experience - 2+ years of relevant experience as a receptionist, office / facilities coordinator, administrative assistant, or similar customer service-oriented role
• 2+ years of facilities or reception experience
• Excellent interpersonal communication and writing skills
• Self-starter / proactive : works with a sense of urgency and handles self with minimal supervision; "no job too small" attitude
• Proficiency in Google Workspace G Suite
• Strong problem-solving skills and the ability to work independently
• Knowledge of administrative and clerical procedures
• Detail-oriented
• Must be willing to work assigned hours
• Technical aptitude - You're technologically savvy and can easily get up to speed on the technologies we use, including troubleshooting technical issues that pop up in the office
• 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 - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• 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.

What we bring

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.

• 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, as well as equity for eligible positions
• Premium healthcare, dental, and vision insurance plans
• 401k savings plan with matching contributions and immediate vesting
• Generous paid parental leave
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
• Physical and emotional wellness programs that nurture both your mind and body
• 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.)

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) 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 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.

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.