TrueWealth Advisors, LLC in the Birmingham, AL area is seeking an experienced operations professional to support our advisors, service existing client relationships, and keep investment operations running accurately and on time. This role focuses on trading, planning, and client service, but is not business development.
You will be the firm’s internal power user for core platforms, ensuring clean data and efficient processes.
#J-18808-LjbffrFinance Planning & Operations Lead (Tech‑Savvy) in hoover at Unknown Company
This position is listed as full time and onsite.