<p>The Operations Manager is responsible for overseeing the firm's operational infrastructure, human resources, compliance coordination, marketing execution, event management, technology, vendor relationships, systems administration, and strategic initiatives.</p><p>This role serves as the operational leader of the organization, ensuring that people, processes, technology, marketing, events, compliance, and projects are aligned with the firm's goals. The Operations Manager translates leadership vision into execution by driving accountability, improving operational efficiency, supporting team development, maintaining organizational systems, and managing firm-wide initiatives.</p><p>The Operations Manager serves as the central point of coordination between advisors, operations, client services, compliance partners, vendors, and leadership. This position is responsible for ensuring the firm operates efficiently, consistently, and in alignment with its strategic objectives.</p><p>The ideal candidate is highly organized, proactive, detail-oriented, and capable of balancing strategic planning with hands-on execution.</p><p><br></p><p><strong>The Operations Manager owns the health of the business.</strong></p><p>This role is responsible for ensuring the firm has the people, systems, processes, accountability, and operational infrastructure necessary to support growth while delivering an exceptional client and employee experience.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><br></p><p><strong>Organizational Planning</strong></p><ul><li>Annual job description review and updates</li><li>Annual KPI review and alignment</li><li>Employee growth and development planning</li><li>Succession planning review and updates</li></ul><p><strong>Operational Audits</strong></p><ul><li>Technology audit</li><li>Vendor audit</li><li>SOP and Trainual audit</li><li>Compliance process audit</li><li>Employee file audit</li><li>Business continuity plan review</li></ul><p> <strong>Marketing & Event Planning</strong></p><ul><li>Annual event calendar development</li><li>Annual marketing review and planning</li><li>Budget planning and ROI analysis</li></ul><p><br></p><p>The Operations Manager is responsible for ensuring the firm's technology and vendor relationships remain effective, efficient, and aligned with business needs.</p><p><br></p>
<p>About the Opportunity</p><p>Our client in the construction industry is seeking a highly organized and detail-oriented <strong>Project Coordinator</strong> to support project management teams with the coordination and execution of construction projects. This individual will help ensure projects stay on schedule, documentation is accurate, and communication between internal teams, subcontractors, vendors, and clients runs smoothly.</p><p>The ideal candidate is proactive, resourceful, and comfortable managing multiple priorities in a fast-paced environment. This is an excellent opportunity for someone who enjoys project coordination, problem-solving, and contributing to successful project delivery.</p><p>Key Responsibilities</p><ul><li>Provide administrative and project coordination support to project managers and construction teams throughout the project lifecycle.</li><li>Maintain project schedules, track milestones, monitor deadlines, and follow up on outstanding items to help ensure timely completion.</li><li>Prepare, organize, and maintain project documentation, including contracts, purchase orders, change orders, permits, and meeting minutes.</li><li>Coordinate communication between project managers, subcontractors, vendors, suppliers, and other project stakeholders.</li><li>Assist with tracking project budgets, expenses, invoices, and purchase orders to support cost management.</li><li>Schedule project meetings, site visits, inspections, and other project-related activities.</li><li>Track submittals, RFIs (Requests for Information), change orders, and other project deliverables to ensure timely review and completion.</li><li>Maintain accurate project files, reports, logs, and records using internal systems and project management software.</li><li>Assist with preparing project status reports, progress updates, and presentations for internal teams and clients.</li><li>Monitor outstanding documentation and deliverables, proactively communicating potential delays or issues to the appropriate team members.</li><li>Support compliance with company procedures, project requirements, safety standards, and applicable construction regulations.</li><li>Perform general administrative duties and additional project support tasks as needed.</li></ul><p><br></p>
We are looking for a Production Coordinator to support print and digital production activities for compliance-related materials in Santa Ana, California. This role focuses on keeping production assets organized, ensuring timely access to current and archived files, and helping teams maintain accurate product and customer records. The ideal candidate is detail-oriented, comfortable managing multiple workflows, and able to coordinate updates across departments while keeping production moving efficiently.<br><br>Responsibilities:<br>• Organize and maintain active and archived print production files so materials remain accurate, accessible, and easy to retrieve.<br>• Manage customer-specific production assets and supporting details to ensure custom orders and ongoing updates are properly documented.<br>• Preserve source files and historical versions for reference, audit support, and future production needs.<br>• Distribute requested files and production materials to internal teams in a timely manner to support business operations.<br>• Assist with digital compliance content by preparing electronic samples, creating compliance code imagery, and uploading materials to designated online platforms.<br>• Share file access information and related links with customer-facing teams so they can communicate updates clearly and efficiently.<br>• Maintain shared tracking documents for product updates, inventory activity, delivery timing, and newly introduced items.<br>• Create and update QR compliance codes as regulations change, ensuring all related materials reflect current requirements.<br>• Coordinate poster update workflows by tracking progress, communicating status, and managing change requests throughout production.