6 results for Operations Manager Financial Services in Carlsbad, CA

Finance Manager

San Diego, CA
onsite
Permanent
120000 - 150000 USD / Yearly
We are looking for a dedicated Finance Manager to join our team in San Diego, California. In this role, you will oversee financial systems and compliance while ensuring alignment with industry regulations and best practices. This position is pivotal in driving strategic financial initiatives, optimizing processes, and supporting organizational goals. Responsibilities: • Collaborate with IT and finance teams to maintain compliance with regulations and implement cybersecurity best practices. • Act as the primary finance liaison to ensure adherence to fiscal policies and financial accountability. • Conduct research to provide insights and recommendations for improving finance operations. • Produce detailed reports and perform ad-hoc analyses to support internal and external financial requests. • Evaluate revenue positions to identify risks and opportunities within development activities. • Enhance systems and protocols to achieve operational excellence in finance processes. • Partner with leadership to support annual revenue planning, including analyzing staffing and resource allocation. • Monitor monthly financial structures to ensure expense tracking, timely reporting, and accurate payment processing. • Oversee forecasting and planning systems to support informed financial decision-making. • Manage and analyze data systems that streamline tracking, reporting, and progress toward financial objectives.
2026-03-09T00:00:00Z

Operations Coordinator

San Luis Rey, CA
onsite
Temporary
28 - 32 USD / Hourly
Behind every efficient organization is a strong operational foundation. We are recruiting for an Operations Coordinator to join a fast-growing company in North County San Diego that is scaling its internal operations. This role sits at the center of daily business activity and helps ensure teams stay aligned, organized, and productive. The Operations Coordinator will help streamline workflows, coordinate projects across departments, and support leadership with key operational initiatives. This position is ideal for a highly organized professional who enjoys problem solving, improving processes, and helping teams work more efficiently.Responsibilities<ul><li>Coordinate cross-department projects and operational initiatives</li><li>Maintain internal reporting and documentation</li><li>Support scheduling and team coordination</li><li>Assist with process improvements and workflow tracking</li><li>Communicate with internal teams to ensure project alignment</li></ul>
2026-03-16T00:00:00Z

Operations Specialist

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. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-03-27T00:00:00Z

Office Manager

La Jolla, CA
onsite
Temporary
30 - 32 USD / Hourly
Our client is seeking a highly organized and proactive Office Manager to oversee the daily operations of their administrative office. This critical role ensures a productive, efficient, and positive work environment for all team members. Key Responsibilities:<ul><li>Manage and coordinate office operations, including supplies, facilities, and administrative support.</li><li>Act as the main point of contact for internal and external communications.</li><li>Support scheduling, meetings, travel arrangements, and expense reporting.</li><li>Maintain office records, policies, and confidential documents.</li><li>Liaise with vendors, building management, and service providers.</li><li>Oversee onboarding for new employees and support HR-related tasks.</li><li>Foster a collaborative and welcoming office culture.</li></ul>
2026-03-13T00:00:00Z

Office Manager

Fallbrook, CA
onsite
Temporary
36 - 40 USD / Hourly
In a project-driven environment, organization is everything. A growing construction company is hiring an Office Manager to oversee administrative operations, support project teams, and ensure that documentation, scheduling, and communication stay aligned across multiple active projects. This is a role for someone who thrives in fast-paced, deadline-driven environments and knows how to keep moving pieces under control.Key Responsibilities<ul><li>Coordinate office operations and project-based administrative workflows</li><li>Manage project documentation, contracts, and compliance records</li><li>Support communication between field teams, vendors, and leadership</li><li>Oversee scheduling, reporting, and office coordination</li><li>Track project timelines and administrative deliverables</li><li>Ensure organization across multiple active projects</li></ul>
2026-03-27T00:00:00Z

Office Manager

Escondido, CA
onsite
Temporary
30 - 36 USD / Hourly
A well-run office creates the foundation for an entire organization to thrive. Our team is recruiting an experienced Office Manager for a growing North County San Diego company that values organization, collaboration, and strong internal support systems. This individual will oversee office operations, support staff productivity, and ensure that administrative systems run efficiently. The Office Manager will play a key leadership role in maintaining a professional and organized workplace environment while supporting multiple departments with administrative coordination.Responsibilities<ul><li>Oversee daily office operations and administrative processes</li><li>Manage office vendors, supplies, and facilities coordination</li><li>Support internal team scheduling and events</li><li>Maintain office procedures and documentation</li><li>Assist leadership with operational tasks and reporting</li></ul>
2026-03-16T00:00:00Z