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13 results for Operations Manager Financial Services in Murrieta, CA

Operations Administrator
  • San Diego, CA
  • onsite
  • Temporary to Hire
  • 22 - 24 USD / Hourly
  • <p>We are looking for an Operations Administrator to support agent onboarding, licensing coordination, and contracting activities for a growing financial services organization. This position is ideal for someone who excels in a structured, high-volume environment and can keep multiple workflows moving with accuracy and professionalism. The role will work closely with internal partners and external stakeholders to help ensure documentation, case activity, and service expectations are handled efficiently. Candidates who are organized, responsive, and comfortable working across multiple systems will be well suited for this opportunity.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers.</p><p>• Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review.</p><p>• Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms.</p><p>• Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays.</p><p>• Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready.</p><p>• Use multiple carrier portals and follow each provider&#39;s procedures to submit information correctly and efficiently.</p><p>• Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards.</p><p>• Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration.</p>
  • 2026-05-13T00:00:00Z
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.<br><br>Responsibilities:<br>• Analyze current business performance and identify areas for improvement or growth.<br>• Develop and maintain comprehensive financial models to support decision-making processes.<br>• Collaborate with senior management to provide actionable recommendations based on financial insights.<br>• Lead the annual budget planning process, ensuring alignment with organizational objectives.<br>• Perform variance analysis to track performance against budgets and forecasts.<br>• Support strategic initiatives by evaluating their financial impact and feasibility.<br>• Partner with cross-functional teams to ensure financial goals are integrated into operational plans.<br>• Prepare and present detailed financial reports for stakeholders.<br>• Monitor and refine budget processes to enhance accuracy and efficiency.<br>• Ensure compliance with financial regulations and internal policies.
  • 2026-04-29T00:00:00Z
Operations Coordinator
  • San Diego, CA
  • onsite
  • Temporary / Contract
  • 29 - 36 USD / Hourly
  • <p><strong>About the Role</strong></p><p>Robert Half is partnering with a growing construction company seeking a highly organized and customer-focused Operations Specialist with prior construction industry experience. This role plays a key part in supporting daily operational workflows while serving as a primary point of contact for customers regarding order status, project updates, and service requests.</p><p>The ideal candidate thrives in a fast-paced construction environment, is detail-oriented, and has strong experience managing customer interactions, coordinating internal teams, and ensuring timely resolution of operational and service-related requests.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as a key operations support resource for internal teams including sales, project management, procurement, and field operations</li><li>Serve as a primary customer contact for order status updates, service requests, and general inquiries via phone and email</li><li>Provide timely and accurate updates to customers regarding order tracking, delivery schedules, project timelines, and service issues</li><li>Investigate and resolve customer concerns related to orders, shipments, billing discrepancies, or project delays in coordination with internal departments</li><li>Monitor and manage workflow processes to ensure operational tasks are completed accurately and on time</li><li>Coordinate communication between customers, vendors, subcontractors, and internal teams to ensure smooth project execution</li><li>Maintain accurate records of customer interactions, orders, service requests, and operational updates in CRM or ERP systems</li><li>Support order processing, purchase orders, change orders, and related documentation</li><li>Assist with scheduling deliveries, coordinating logistics, and tracking project milestones</li><li>Identify and escalate issues impacting customer satisfaction or operational timelines as needed</li><li>Contribute to process improvements that enhance efficiency, accuracy, and customer experience</li><li>Support reporting and data entry related to operational performance and customer service metrics</li></ul><p><br></p>
  • 2026-05-07T00:00:00Z
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.<br><br>Responsibilities:<br>• Develop and implement accounting procedures, including robust internal controls, to ensure compliance and accuracy.<br>• Lead, monitor, and assess the performance of accounting processes and team members.<br>• Supervise the preparation of daily, monthly, quarterly, and annual journal entries, financial reports, and reconciliations.<br>• Manage weekly payables, customer refunds, and ensure timely processing of transactions.<br>• Conduct evaluations of operational software to identify opportunities for process improvements and system optimizations.<br>• Coordinate internal and external audits, including inventory checks and compliance with established standards.<br>• Monitor and enhance accounting systems to ensure they meet organizational needs and regulatory requirements.<br>• Collaborate with clients, subcontractors, vendors, and auditors to address financial queries and ensure smooth operations.<br>• Participate in project meetings to provide financial insights and support strategic decision-making.<br>• Ensure achievement of daily and monthly key performance metrics to meet organizational goals.
  • 2026-04-29T00:00:00Z
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.<br><br>Responsibilities:<br>• Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making.<br>• Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness.<br>• Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners.<br>• Review transaction structures to confirm alignment with established requirements, controls, and governing agreements.<br>• Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements.<br>• Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages.<br>• Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
  • 2026-05-11T00:00:00Z
Financial Reporting Manager
  • Irvine, CA
  • onsite
  • Temporary / Contract
  • 90 - 110 USD / Hourly
  • <p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. In this role, you will provide leadership and technical expertise in financial and regulatory reporting, ensuring compliance and supporting governance activities. Based in Irvine, California, this position offers an exciting opportunity to make an impactful contribution while collaborating with stakeholders at various levels.</p><p><br></p><p>Responsibilities:</p><p>• Oversee external financial reporting processes, including audit coordination and related governance activities.</p><p>• Manage financial regulatory reporting and respond to examination inquiries.</p><p>• Act as an advisor to bridge technical and regulatory matters between Accounting and Business Finance teams.</p><p>• Contribute to the design and implementation of internal control and reporting enablement initiatives.</p><p>• Collaborate with stakeholders to ensure smooth integration and operational efficiency.</p><p>• Provide knowledge transfer and guidance to internal teams to enhance reporting capabilities.</p><p>• Support compliance with regulatory standards and requirements, ensuring accuracy and timeliness.</p><p>• Deliver results independently while maintaining high standards and accountability.</p>
  • 2026-05-11T00:00:00Z
Project Manager - Operations
  • Carlsbad, CA
  • onsite
  • Temporary / Contract
  • 42.75 - 49.5 USD / Hourly
  • A Robert Half Management Resources client is seeking two experienced Project Managers to support a fast‑paced telecommunications infrastructure portfolio. This role coordinates cross‑functional teams and tracks project execution across network builds, upgrades, and modifications to ensure delivery on time, within budget, and in compliance with internal and regulatory requirements. This role is estimated at 4-6 months with the possibility of being hired on. The location is in North County San Diego and employees are on site Tuesdays, Wednesdays, and Thursdays.<br><br>Responsibilities<br><br>Coordinate multiple concurrent telecommunications infrastructure projects.<br>Maintain project schedules, milestones, risks, issues, and dependencies.<br>Support cross‑functional teams including Engineering, Construction, Asset Management, Legal, and Finance.<br>Track key milestones from approvals through construction, activation, and close‑out.<br>Prepare portfolio‑level reporting and executive status updates.<br>Ensure required project documentation is complete and properly maintained.<br>Support PMO governance, reporting, and process standardization.<br><br>Requirements<br><br>5+ years of PMO, project coordination, or project controls experience in telecommunications or infrastructure.<br>Strong understanding of telecom/network deployment lifecycles.<br>Proven ability to manage multiple projects simultaneously.<br>Strong communication, organizational, and stakeholder management skills.<br>Proficiency with project tracking and reporting tools.<br><br>Preferred<br><br>Experience supporting major telecom carriers.<br>Familiarity with permitting, construction, and close‑out workflows.<br>Salesforce and/or SiteTracker experience preferred.
  • 2026-05-08T00:00:00Z
Office Manager
  • Del Mar, CA
  • onsite
  • Temporary / Contract
  • 28 - 30 USD / Hourly
  • <p>Our client in San Diego, California is seeking an experienced and organized Office Manager to oversee daily office operations and support a productive, efficient workplace. This role is ideal for a professional who excels at multitasking, team coordination, and maintaining smooth administrative processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day office operations and ensure the office runs efficiently.</li><li>Manage office supplies, vendor relationships, and facility-related needs.</li><li>Coordinate schedules, meetings, and general administrative workflows.</li><li>Support onboarding activities and assist with internal office procedures.</li><li>Supervise front office functions and provide administrative support as needed.</li><li>Maintain records, prepare reports, and assist with budgeting or expense tracking.</li><li>Serve as a point of contact for internal staff and external visitors or partners.</li><li>Identify and implement process improvements to enhance office productivity.</li></ul><p><br></p>
  • 2026-04-29T00:00:00Z
Office Manager
  • Irvine, CA
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • We are looking for an experienced Office Manager to join our team on a contract basis. This role combines hands-on office operations with high-level administrative support for senior leadership, making it ideal for someone who is organized, proactive, and comfortable managing competing priorities. The successful candidate will help create an efficient, well-run workplace while ensuring executives and employees have the support they need to stay productive.<br><br>Responsibilities:<br>• Manage day-to-day office operations to maintain an organized, detail-focused, and welcoming environment for employees and visitors.<br>• Provide direct administrative support to senior leaders, including coordinating schedules, resolving conflicts, and arranging meetings across multiple priorities.<br>• Organize domestic and international travel plans, securing transportation, lodging, and related logistics to ensure smooth business trips.<br>• Prepare, review, and submit expense reports with strong attention to accuracy, timeliness, and company guidelines.<br>• Oversee office inventory by monitoring supply levels, ordering materials, and coordinating with vendors to keep essential items available.<br>• Serve as the main point of contact for facility-related needs, including maintenance requests, repairs, and building access coordination.<br>• Support meetings, executive events, and office gatherings by managing logistics such as room setup, materials, and catering.<br>• Handle sensitive information with discretion and provide administrative assistance on special projects, presentations, and document preparation.
  • 2026-05-14T00:00:00Z
Office Manager
  • San Marcos, CA
  • onsite
  • Temporary / Contract
  • 36 - 38 USD / Hourly
  • <p>A growing professional services firm is seeking an experienced Office Manager to oversee administrative operations, team coordination, and day-to-day office functionality. This role is ideal for someone who enjoys building structure, improving workflows, and ensuring a business operates efficiently behind the scenes. The Office Manager will work closely with leadership and internal departments to support operations, employee coordination, vendor management, and office administration.</p><p><br></p><p><strong>In This Role, You Will</strong></p><ul><li>Oversee daily office operations and administrative processes</li><li>Manage office vendors, supplies, facilities, and service providers</li><li>Support onboarding, scheduling, and employee coordination efforts</li><li>Assist leadership with reporting, documentation, and operational projects</li><li>Coordinate meetings, calendars, and internal communications</li><li>Maintain organized office systems and workflow processes</li><li>Support budgeting, invoice tracking, and administrative reporting</li><li>Identify opportunities to improve efficiency and organization across teams</li></ul>
  • 2026-05-08T00:00:00Z
Office Manager
  • Oceanside, CA
  • onsite
  • Temporary / Contract
  • 33 - 37 USD / Hourly
  • <p>We’re hiring an Office Manager to support operations within a construction and field services environment. This role is the central hub between the office, field teams, and leadership—ensuring projects, paperwork, and communication stay on track. The ideal candidate understands the pace of construction operations, is highly organized, and can manage administrative workflows while supporting project coordination.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Oversee daily office operations and administrative processes</li><li>Coordinate communication between field teams, project managers, and leadership</li><li>Manage documentation related to projects, contracts, and compliance</li><li>Support accounts payable/receivable and invoice tracking</li><li>Maintain scheduling for crews, meetings, and project timelines</li><li>Assist with permits, licenses, and compliance documentation</li><li>Manage vendors, office supplies, and service providers</li><li>Track project documentation and ensure accuracy and organization</li></ul>
  • 2026-04-28T00:00:00Z
Office Manager
  • San Marcos, CA
  • onsite
  • Temporary / Contract
  • 40 - 43 USD / Hourly
  • <p>In a healthcare setting, organization isn’t optional—it’s critical. We’re seeking an experienced Office Manager to oversee daily operations for a busy medical clinic. This role ensures that both administrative and front office functions run efficiently while supporting providers, staff, and patients. The ideal candidate brings strong leadership, operational oversight, and a solid understanding of healthcare workflows, including scheduling, billing coordination, and compliance.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Oversee day-to-day clinic operations, including front office and administrative staff</li><li>Manage scheduling workflows to ensure efficient patient flow</li><li>Supervise and train administrative team members</li><li>Monitor office performance metrics and identify areas for improvement</li><li>Coordinate with billing teams on insurance verification and claims processes</li><li>Ensure compliance with HIPAA and healthcare regulations</li><li>Manage office supplies, vendors, and facility needs</li><li>Handle patient concerns and escalate issues when necessary</li><li>Support hiring, onboarding, and staff performance management</li></ul>
  • 2026-04-28T00:00:00Z
Office Manager
  • Laguna Beach, CA
  • onsite
  • Temporary to Hire
  • 23.75 - 27.5 USD / Hourly
  • We are looking for an organized and detail-oriented Office Manager to join our team in Laguna Beach, California. This is a Contract to permanent position that offers the opportunity to manage essential administrative and operational functions in a dynamic environment. The ideal candidate will excel in both administrative tasks and digital systems management, contributing to the smooth functioning of our office.<br><br>Responsibilities:<br>• Design and produce weekly bulletins using Adobe InDesign.<br>• Maintain and update parish records, including documentation for baptisms, weddings, and funerals.<br>• Coordinate logistics for special events, ensuring effective communication with relevant stakeholders.<br>• Provide support for leadership meetings, including preparing agendas and managing follow-ups.<br>• Oversee payroll processing and ensure accurate financial workflows.<br>• Manage the online giving system and maintain structured digital filing systems.<br>• Administer and oversee Google Workspace, calendars, and operational reporting.<br>• Update and maintain the website&#39;s architecture and content calendar.<br>• Facilitate digital outreach efforts to engage the parish community.<br>• Order and manage office supplies to ensure smooth day-to-day operations.
  • 2026-05-14T00:00:00Z