Operations Specialist - Minneapolis
1 week ago

Job Summary
At Trademark Financial Management LLC the Operations Specialist enhances operational efficiency and client service With over $290 million in assets under management we serve IARs RIAs and provide investment consulting services The Operations Specialist supports the company's operational functions by ensuring compliance with industry regulations and delivering exceptional service to our clients in the finance and insurance sectors This role is integral to coordinating operational activities and maintaining the high standards of our firm.Job description
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