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4 results for Operations Manager Financial Services in Newport Beach, CA

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

Pasadena, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We currently have excellent ongoing opportunities for highly skilled and motivated Office Managers to lead operations at a growing company. Are you a deeply passionate self-starter who is looking to grow their career? Then we have a position for you. Please email your resume and call 626.463.2031 for immediate consideration.How you will make an impact· Leading overall office administration· Handling copy services, word processing, mail and distribution services, office reception, office equipment, utility services and communication systems· Evaluating and improving office production· Assisting in developing and revising office policies and procedure for improved work flow· Assisting the Operations Manager and Director in monitoring budget for office related items and staff
2026-08-19T00:00:00Z

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