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Financial Planning & Finance Operations Specialist
Step into an instrumental role and help conduct the smooth operation of a fast-paced-and friendly- wealth management and financial planning firm. The Financial Planning & Operations Specialist will elevate the client experience by providing exceptional service while serving as administrative and operational support to the financial advisors at Miedema & Associates. The ideal candidate will be able to both operate independently and effectively collaborate within the team. This position will require a consistent adherence to the highest standards of business and professional ethics and comply with all legal and regulatory requirements. Responsibilities Provide key technical support for the lead and servicing advisors, which includes but is no
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