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11 results for Operations Manager Financial Services in Carlsbad, CA

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the insurance industry is seeking a highly organized and detail-oriented Operations Administrator to support day-to-day business operations and ensure smooth workflow across multiple departments. This role is ideal for someone who thrives in a structured, fast-paced environment and enjoys supporting both administrative and operational functions.The Operations Administrator will play a key role in coordinating processes, maintaining documentation, and supporting internal teams to ensure accuracy, efficiency, and compliance within insurance operations. Key Responsibilities<ul><li>Support daily operational workflows across underwriting, claims, or policy administration teams</li><li>Maintain accurate records and documentation in internal systems and ensure data integrity</li><li>Assist with processing insurance applications, policy changes, and related administrative tasks</li><li>Coordinate communication between internal departments, carriers, and external partners as needed</li><li>Review and organize policy and client documentation for completeness and compliance</li><li>Support reporting efforts by gathering and inputting operational data into spreadsheets or systems</li><li>Monitor workflow queues and assist in prioritizing and routing tasks appropriately</li><li>Respond to internal inquiries regarding policy status, documentation, or operational processes</li><li>Assist with audit preparation and compliance-related documentation tracking</li><li>Provide general administrative support to operations leadership and team members </li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Our client is a well-established and growing financial services organization committed to delivering exceptional support and innovative solutions to its clients and business partners. With a collaborative, team-oriented culture, the company values professionalism, accuracy, and outstanding customer service. This is an excellent opportunity to join a fast-paced organization where your administrative and operational expertise will make a meaningful impact. Position SummaryOur client is seeking a detail-oriented Operations Administrator to support the day-to-day operations of their financial services team. This role is responsible for coordinating administrative processes, maintaining accurate records, supporting internal teams, and ensuring a seamless experience for clients and business partners. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering exceptional customer service while maintaining a high level of accuracy. Key Responsibilities<ul><li>Answer and direct incoming calls, greet clients and business partners professionally, and respond to inquiries.</li><li>Coordinate and process administrative documentation while ensuring accuracy and completeness.</li><li>Maintain and update client records, files, and internal databases.</li><li>Review documentation for completeness and follow up with clients, vendors, or internal departments as needed.</li><li>Track outstanding items and proactively communicate updates to ensure timely completion.</li><li>Prepare, process, and distribute reports, correspondence, and operational documents.</li><li>Provide exceptional customer service through professional phone and email communication.</li><li>Assist with scheduling, calendar coordination, and meeting preparation.</li><li>Support operational workflows by identifying opportunities to improve efficiency and streamline processes.</li><li>Collaborate with cross-functional teams to meet deadlines and achieve departmental goals.</li><li>Maintain confidentiality of sensitive client and company information.</li><li>Perform additional administrative and operational duties as assigned.</li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams.The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients. Key Responsibilities<ul><li>Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing</li><li>Maintain and update client and account records with a high level of accuracy and confidentiality</li><li>Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements</li><li>Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks</li><li>Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards</li><li>Monitor workflow queues and help prioritize and route operational tasks appropriately</li><li>Support reporting by collecting, organizing, and entering operational and financial data into internal systems</li><li>Assist with audit preparation, compliance tracking, and documentation management</li><li>Respond to internal and external inquiries regarding account status, processes, or documentation requirements</li><li>Provide general administrative and operational support to leadership and team members</li></ul>
2026-06-26T00:00:00Z

Finance Manager

Newport Beach, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to oversee the financial operations and strategies within our organization. This role requires someone with strong attention to detail who can analyze business performance, identify opportunities for growth, and provide actionable recommendations to senior leadership. The ideal candidate will work collaboratively across departments to ensure alignment with our strategic goals. Responsibilities: • Analyze current business performance and identify areas for improvement or growth. • Develop and maintain comprehensive financial models to support decision-making processes. • Collaborate with senior management to provide actionable recommendations based on financial insights. • Lead the annual budget planning process, ensuring alignment with organizational objectives. • Perform variance analysis to track performance against budgets and forecasts. • Support strategic initiatives by evaluating their financial impact and feasibility. • Partner with cross-functional teams to ensure financial goals are integrated into operational plans. • Prepare and present detailed financial reports for stakeholders. • Monitor and refine budget processes to enhance accuracy and efficiency. • Ensure compliance with financial regulations and internal policies.
2026-06-23T00:00:00Z

Operations Coordinator

San Marcos, CA
onsite
Temporary / Contract
28 - 38 USD / Hourly
A growing construction and development company is hiring an Operations Coordinator to support project teams, office administration, and daily business operations. This role is ideal for someone who thrives in a fast-paced environment and enjoys being involved in multiple aspects of a business. The Operations Coordinator will work closely with project managers, accounting staff, vendors, and clients to help ensure projects remain organized and on schedule. ResponsibilitiesProject & Administrative Coordination<ul><li>Support project managers with documentation and reporting</li><li>Coordinate meetings, schedules, and project communications</li><li>Track contracts, permits, and project-related records</li><li>Assist with vendor onboarding and compliance documentation</li><li>Prepare reports and maintain project files</li></ul>Office Operations<ul><li>Manage office workflows and administrative processes</li><li>Coordinate supply ordering and vendor relationships</li><li>Assist with customer inquiries and project updates</li><li>Support leadership with special projects and operational initiatives</li></ul>
2026-06-19T00:00:00Z

Financial Reporting Manager

Costa Mesa, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for an experienced Financial Reporting Manager to oversee and enhance the accounting and financial operations of our project in Costa Mesa, California. In this role, you will lead a team to ensure accurate financial reporting, maintain strong process controls, and deliver critical insights to support operational efficiency. This position requires a proactive leader who can manage audits, reconcile financial records, and collaborate with various stakeholders. Responsibilities: • Develop and implement accounting procedures, including robust internal controls, to ensure compliance and accuracy. • Lead, monitor, and assess the performance of accounting processes and team members. • Supervise the preparation of daily, monthly, quarterly, and annual journal entries, financial reports, and reconciliations. • Manage weekly payables, customer refunds, and ensure timely processing of transactions. • Conduct evaluations of operational software to identify opportunities for process improvements and system optimizations. • Coordinate internal and external audits, including inventory checks and compliance with established standards. • Monitor and enhance accounting systems to ensure they meet organizational needs and regulatory requirements. • Collaborate with clients, subcontractors, vendors, and auditors to address financial queries and ensure smooth operations. • Participate in project meetings to provide financial insights and support strategic decision-making. • Ensure achievement of daily and monthly key performance metrics to meet organizational goals.
2026-06-23T00:00:00Z

Financial Reporting Manager

Chula Vista, CA
onsite
Permanent / Full Time
110000 - 115000 USD / Yearly
We are looking for a Financial Reporting Manager to lead critical reporting and accounting activities for the organization in Chula Vista, California. This role oversees accurate financial reporting, supports compliance with government requirements, and strengthens internal controls across core fiscal operations. The ideal candidate brings strong technical accounting knowledge, leadership experience, and the ability to translate complex financial data into clear guidance for stakeholders. Responsibilities: • Lead the creation, review, and distribution of detailed financial, budget, statistical, and analytical reports that support organizational decision-making and fiscal oversight. • Oversee the completion and timely submission of required financial filings and program reports in accordance with federal, state, and local deadlines. • Direct key reporting cycles, including interim reporting, year-end actuals, and budget development submissions for state-related requirements. • Manage the month-end close process by supervising reconciliations, reviewing account activity, and resolving reporting variances. • Guide general ledger and accounting operations to promote accurate recordkeeping, strong controls, and consistent application of accounting standards. • Evaluate cash flow projections and broader financial trends to identify risks, support planning, and improve reporting accuracy. • Monitor district-wide financial activity for compliance with applicable laws, policies, regulations, and established accounting procedures. • Strengthen internal control frameworks by assessing risk areas, recommending improvements, and implementing updated fiscal policies and procedures. • Provide fiscal analysis, training, presentations, and technical guidance to leadership, staff, and external agencies on accounting and reporting matters. • Supervise assigned team members, set performance expectations, and support ongoing development within the financial reporting function.
2026-06-02T00:00:00Z

Financial Reporting Manager

Newport Beach, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting. Responsibilities: • Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making. • Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness. • Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners. • Review transaction structures to confirm alignment with established requirements, controls, and governing agreements. • Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements. • Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages. • Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
2026-06-30T00:00:00Z

Office Manager

Escondido, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a highly organized Office Manager to support daily administrative and operational activities for a busy team in Escondido, California. This is a Contract position suited for someone who can balance office coordination, order processing, and shipping support while keeping workflows efficient and organized. The ideal candidate is comfortable handling a wide range of tasks, from customer-facing duties to purchasing assistance, and brings strong attention to detail in a fast-paced environment. Responsibilities: • Process a high volume of daily sales orders accurately using internal order management tools and related business systems. • Coordinate outgoing shipments each day, ensuring documentation, scheduling, and communication are handled efficiently. • Maintain organized office operations by overseeing administrative activities and supporting general front-desk needs. • Use software such as Activate, QuickBooks, and Excel to manage records, track transactions, and prepare routine spreadsheets. • Assist with purchasing activities by helping place orders, monitor supply needs, and follow up with vendors as needed. • Keep office and operational supplies stocked so staff have the materials required for daily work. • Provide responsive customer service by answering inquiries and helping resolve routine administrative or order-related issues. • Identify opportunities to improve office procedures and recommend practical changes that increase efficiency and accuracy.
2026-07-01T00:00:00Z

Office Manager

La Jolla, CA
onsite
Temporary / Contract
28 - 36 USD / Hourly
Our client, a well-established financial services firm in La Jolla, is seeking an experienced and highly organized Office Manager to join their team on a contract-to-hire basis. This individual will oversee the day-to-day administrative operations of the office, ensuring a professional, efficient, and client-focused environment. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced professional office.This is an excellent opportunity for someone looking to establish a long-term career with a respected organization that offers stability, collaboration, and growth opportunities.Key Responsibilities<ul><li>Manage the daily operations of the office to ensure efficiency and organization</li><li>Serve as the primary point of contact for office administration, vendors, and building management</li><li>Oversee front desk operations and create a welcoming experience for clients and visitors</li><li>Coordinate calendars, meetings, conference room scheduling, and office events</li><li>Order and manage office supplies, equipment, and vendor relationships</li><li>Assist leadership with administrative support, reporting, and special projects</li><li>Develop and maintain office procedures to improve workflow and efficiency</li><li>Coordinate incoming and outgoing mail, deliveries, and office communications</li><li>Support onboarding logistics for new employees and assist with general HR administrative tasks</li><li>Maintain confidential records and ensure the office complies with company policies and procedures</li></ul>
2026-06-26T00:00:00Z

Office Manager

San Diego, CA
onsite
Temporary / Contract
29 - 36 USD / Hourly
Office ManagerAbout the RoleRobert Half is partnering with a growing real estate organization seeking an experienced Office Manager to oversee daily office operations and provide administrative support across multiple departments. This role is responsible for ensuring the office runs efficiently, supporting leadership, coordinating vendor relationships, and maintaining organized business operations. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities in a fast-paced real estate environment.Key Responsibilities<ul><li>Oversee day-to-day office operations to ensure an efficient and professional work environment</li><li>Manage office supplies, equipment, and vendor relationships, including maintenance and service providers</li><li>Coordinate calendars, meetings, travel arrangements, and company events</li><li>Support property management, leasing, and accounting teams with administrative functions</li><li>Maintain contracts, leases, property files, and other business records</li><li>Assist with invoice processing, expense tracking, and vendor payments</li><li>Serve as the primary point of contact for visitors, tenants, clients, and business partners</li><li>Coordinate onboarding activities for new employees and support general HR administration</li><li>Develop and maintain office procedures to improve operational efficiency</li><li>Prepare reports, correspondence, presentations, and other business documents</li><li>Support special projects and provide executive-level administrative assistance as needed</li></ul>
2026-06-19T00:00:00Z