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2 results for Operations Supervisor in San Clemente, CA
- Carlsbad, CA
- onsite
- Contract / Temporary to Hire
- 30 - 40 USD / Hourly
- We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success.<br><br>Responsibilities:<br>• Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings.<br>• Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information.<br>• Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers.<br>• Update and manage activities, tasks, and workflows using CRM systems, such as Redtail.<br>• Assist clients with policy modifications, account updates, and follow-through on administrative tasks.<br>• Compile planning materials into high-quality, client-ready packages for advisor review and presentation.<br>• Ensure the confidentiality, accuracy, and quality of all financial documents and processes.<br>• Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges.<br>• Collaborate effectively with team members to ensure seamless communication and workflow.
- 2026-03-27T00:00:00Z
- Carlsbad, CA
- onsite
- Temporary
- 27 - 32 USD / Hourly
- <p>Some roles keep things organized. Others quietly shape how an entire organization functions. A growing company in Carlsbad is seeking an <strong>Administrative Coordinator – Operations</strong> who can bring structure, clarity, and follow-through to daily business processes. This is not a purely task-based role — it is a position for someone who understands how moving pieces connect and takes ownership of keeping them aligned. In this role, you will work at the center of operations, supporting internal teams, coordinating workflows, and ensuring that projects, communication, and documentation stay on track. The right candidate will be someone who notices inefficiencies, asks thoughtful questions, and takes initiative to improve processes rather than simply maintain them.</p><p>This opportunity is ideal for someone who enjoys <strong>problem-solving, process improvement, cross-functional coordination, and operational support</strong> within a fast-paced, evolving environment.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Coordinate <strong>day-to-day operational workflows and internal processes</strong></li><li>Support <strong>cross-functional teams</strong> with scheduling, tracking, and communication</li><li>Maintain and improve <strong>process documentation, SOPs, and internal systems</strong></li><li>Assist with <strong>project coordination, timelines, and deliverables tracking</strong></li><li>Prepare <strong>reports, dashboards, and operational summaries</strong></li><li>Manage <strong>data entry, system updates, and administrative workflows</strong></li><li>Identify process gaps and contribute to <strong>efficiency improvements</strong></li><li>Support leadership with <strong>operational initiatives and special projects</strong></li></ul>
- 2026-03-30T00:00:00Z