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8 results for Operations Manager Financial Services in Murrieta, CA

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Operations AdministratorRobert Half’s client, a financial services organization, is seeking an Operations Administrator to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion. Responsibilities:<ul><li>Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.</li><li>Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.</li><li>Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.</li><li>Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.</li><li>Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.</li><li>Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.</li><li>Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.</li><li>Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.</li></ul>
2026-08-13T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
28.5 - 36 USD / Hourly
We are looking for an organized and service-focused Operations Administrator to support meeting and event coordination in San Diego, California. This contract position with potential for a permanent role is ideal for someone who thrives in a fast-paced corporate environment and can balance administrative support with hospitality-driven execution. The role will partner closely with internal teams, planners, and vendors to keep daily operations running smoothly while delivering well-managed on-site experiences. Responsibilities: • Coordinate corporate meetings and on-site events from initial request through final execution, ensuring all logistics are aligned for a successful outcome. • Serve as the primary point of contact between internal stakeholders and external service providers to organize room setups, event details, and on-site support needs. • Manage reservations for meeting rooms, landlord spaces, and required equipment in partnership with planning teams and booking groups. • Oversee daily coffee and snack service arrangements while tracking related activity, costs, and service quality. • Maintain accurate event records, scheduling data, and annual filing structures within the central database and related documentation systems. • Lead recurring event planning meetings, support Site Affairs activities, and contribute to site-wide event coordination as needed. • Review meeting metrics and reporting related to cost efficiency, sustainability, and service performance, ensuring tracking tools remain accurate and current. • Support invoice review and accounts payable coordination for meetings and events while assisting planners and coordinators with day-to-day operational needs. • Participate in pre-event and post-event discussions, planning calls, and cross-functional collaboration to strengthen execution and continuous improvement. • Help ensure vendor compliance for on-site services and provide additional administrative or operational support as assigned by management.
2026-08-10T00:00:00Z

Finance Manager

San Diego, CA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
A Robert Half Management Resources client is seeking an experienced FP&A Consultant to support a growing organization through an acquisition and related strategic initiatives. Reporting to the FP&A Manager, this consultant will play a key role in financial modeling, forecasting, capacity planning, and analysis of large, complex datasets. The ideal candidate will bring strong analytical capabilities, the ability to evaluate and improve existing models, and experience supporting business transformation, growth, or integration initiatives. Estimated at 3-6 months. 100% remote Key Responsibilities Develop, maintain, and enhance complex financial models to support strategic decision-making. Review, troubleshoot, and improve existing forecasting and planning models for accuracy and scalability. Build and maintain capacity planning models to support operational and workforce planning. Support budgeting, forecasting, and long-range planning processes. Perform scenario analysis and sensitivity modeling to evaluate business opportunities and risks. Analyze large datasets and translate findings into actionable business insights. Utilize SQL to extract, validate, and analyze data from multiple sources. Support acquisition and integration activities, including financial analysis, synergy tracking, and reporting. Partner with Finance, Accounting, Operations, HR, and executive leadership to develop key performance metrics and reporting. Prepare recurring and ad hoc reports, dashboards, and management presentations. Identify process improvement opportunities and recommend enhancements to planning, reporting, and analytics capabilities. Qualifications 5+ years of FP&A, corporate finance, strategic finance, or related experience. Advanced financial modeling experience required. Strong experience with budgeting, forecasting, and variance analysis. Experience developing driver-based forecasting models. Hands-on experience with Adaptive Planning (Workday Adaptive Planning) preferred. Advanced SQL skills and experience working with large datasets. Strong Excel and financial systems expertise. Experience supporting acquisitions, integrations, business transformations, or other strategic initiatives preferred. Ability to work independently and manage multiple priorities in a fast-paced environment. Excellent communication and business partnering skills. Preferred Experience Capacity planning and resource modeling. Scenario and sensitivity analysis. KPI development and performance reporting. Financial systems optimization. Data validation, reconciliation, and reporting automation. Integration planning and post-acquisition reporting. Executive and board-level reporting support. Process improvement and financial planning transformation initiatives. Ideal Candidate The successful consultant will be a hands-on finance professional with strong modeling and analytical capabilities who can quickly assess existing planning processes, identify improvement opportunities, and provide actionable insights to leadership during a period of growth and organizational change. This individual will be comfortable working with large datasets, enhancing existing models, and supporting acquisition-related initiatives while partnering effectively across the organization.
2026-08-12T00:00:00Z

Operations Coordinator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Our client, a well-established financial services organization, is seeking an Operations Coordinator to support day-to-day business operations and ensure processes, documentation, and client requests are handled accurately and efficiently. This opportunity is ideal for a highly organized professional who enjoys coordinating multiple priorities, managing detailed workflows, and working in a fast-paced, service-driven environment.Responsibilities<ul><li>Coordinate daily operational activities and administrative processes to support the team.</li><li>Manage documentation, forms, applications, and other business records with a high level of accuracy.</li><li>Monitor workflows, deadlines, and outstanding items to ensure timely completion.</li><li>Coordinate with internal teams, clients, carriers, vendors, and other external partners as needed.</li><li>Review documents for completeness, accuracy, and compliance with established procedures.</li><li>Maintain accurate records and update information within internal databases and systems.</li><li>Assist with onboarding, account setup, licensing, contracting, or other operational processes as needed.</li><li>Prepare reports, spreadsheets, correspondence, and other operational materials.</li><li>Track and resolve outstanding issues by following up with appropriate parties.</li><li>Identify opportunities to improve processes, organization, and overall operational efficiency.</li><li>Handle confidential client and business information with discretion.</li><li>Provide general administrative and operational support to the team as needed.</li></ul>
2026-08-14T00:00:00Z

Operations Coordinator

Carlsbad, CA
onsite
Temporary / Contract
26 - 30 USD / Hourly
If you're the person who makes the sales team look organized, this could be your next move.A growing consumer products company in Carlsbad is looking for a Sales Operations Coordinator to help keep its sales organization running smoothly. This is a great opportunity for someone who likes a mix of customer interaction, CRM management, reporting, order coordination, and problem-solving.You won't be sitting on the sidelines. You'll work directly with Sales, Operations, Customer Service, and Accounting to make sure opportunities, orders, and customer requests don't get lost in the shuffle.What you'll own<ul><li>Maintain accurate customer and sales information within the CRM</li><li>Assist with quotes, proposals, sales orders, and customer documentation</li><li>Track open orders and communicate updates to customers</li><li>Coordinate with Operations and Shipping on order fulfillment</li><li>Prepare weekly sales reports and dashboards</li><li>Monitor outstanding customer requests and follow up with internal teams</li><li>Assist sales representatives with presentations and account information</li><li>Research pricing, inventory, and product availability</li><li>Help maintain sales forecasts and pipeline information</li><li>Coordinate meetings and customer-related activities</li><li>Identify gaps in processes and suggest improvements</li><li>Support special projects for the Sales and Operations teams</li></ul>
2026-08-21T00:00:00Z

OFFICE MANAGER

San Marcos, CA
onsite
Temporary / Contract
32 - 35 USD / Hourly
You know that person who somehow knows where everything is, who needs what, and what needs to happen next? That's this job.A growing professional services organization in San Marcos is looking for an Office Manager to take ownership of the day-to-day office environment.This isn't a receptionist position. You'll have responsibility for office operations, vendors, facilities, employee support, purchasing, and administrative processes, while serving as a key point of contact for both employees and leadership.Current San Diego-area hiring continues to show demand for office management roles that combine facilities, administrative operations, billing, and internal support. Your territory📦 Office Operations Keep supplies, equipment, mail, vendors, and office services running smoothly.👥 Employee Support Help employees with office needs, onboarding logistics, and workplace requests.📋 Vendor Management Coordinate with building management, service providers, suppliers, and contractors.💰 Administrative Finance Assist with invoices, purchase orders, expenses, and basic budget tracking.🛠️ Problem Solving When something breaks, disappears, or needs to get done yesterday—you'll be the person figuring it out.Responsibilities<ul><li>Oversee daily office operations</li><li>Manage office supplies and purchasing</li><li>Coordinate vendors and building services</li><li>Maintain relationships with landlords and service providers</li><li>Assist with office moves, renovations, and maintenance</li><li>Process invoices and purchase orders</li><li>Track office expenses</li><li>Support employee onboarding and workplace setup</li><li>Coordinate meetings, events, and company activities</li><li>Maintain office policies and procedures</li><li>Assist leadership with administrative projects</li><li>Identify opportunities to make office processes more efficient</li></ul>
2026-08-21T00:00:00Z

Office Manager

Fullerton, CA
onsite
Temporary to Hire
22 - 25 USD / Hourly
We are looking for an experienced and proactive Office Manager to support daily operations and deliver an excellent client experience in our California office. This contract-to-permanent opportunity is ideal for someone who enjoys balancing administrative coordination with client interaction in a client-focused services setting. The right candidate will bring strong organizational skills, sound judgment, and a service-focused approach to keeping the office running efficiently. Responsibilities: • Serve as the first point of contact for clients, providing courteous assistance by phone, email, and in person. • Coordinate calendars and arrange appointments for tax preparation, consultations, and new client meetings. • Assemble, review, and maintain client files so records are complete and ready ahead of scheduled appointments. • Track incoming correspondence, manage mail and electronic communications, and direct inquiries to the appropriate team members. • Update client information within office systems and help ensure records remain accurate and current. • Guide new clients through the intake process, collecting required documentation and supporting a seamless onboarding experience. • Provide administrative support to tax professionals through document preparation, task coordination, and workflow follow-up. • Oversee office supply levels, place vendor orders, and help maintain a clean, organized, and functional workspace. • Identify process improvement opportunities that strengthen operational efficiency and enhance client service while safeguarding sensitive information.
2026-08-18T00:00:00Z

Office Manager

San Diego, CA
onsite
Temporary / Contract
30 - 33 USD / Hourly
We are seeking an organized and proactive Office Manager to oversee daily office operations and support a productive, efficient workplace. The ideal candidate will be responsible for coordinating administrative functions, managing office resources, and helping ensure smooth communication across teams. Key Responsibilities<ul><li>Oversee day-to-day office operations and administrative processes</li><li>Manage office supplies, vendor relationships, and facility needs</li><li>Coordinate schedules, meetings, and office communications</li><li>Support onboarding, records management, and internal documentation</li><li>Assist with budgeting, expense tracking, and basic reporting</li><li>Maintain office policies, procedures, and workflow efficiency</li><li>Provide administrative support to leadership and staff as needed</li><li>Help coordinate special projects and cross-functional initiatives</li></ul>
2026-08-14T00:00:00Z