, Pershing, Altruist, or similar. Highly proficient in Excel, with demonstrated ability to work through large data sets...
coordination independently Experience with Charles Schwab or Altruist, Orion Advisor Services, Right Capital, Redtail, Holistiplan...
experience on a strong tech stack (including platforms with strong tax tools, such as Altruist or similar). Foster tax + wealth...
, and Altruist Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite Bachelor or associate degree preferred...