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9 results for Operations Manager Financial Services in San Diego, CA

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
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. Responsibilities:• Manage the end-to-end administrative process for agent licensing, appointments, and contracting submissions to insurance carriers.• Review applications and supporting documents for completeness and accuracy before forwarding materials for carrier review.• Maintain up-to-date agent, client, and case records within Salesforce and other operational platforms.• Track outstanding items and proactively communicate with agents or internal teams to obtain missing documentation and resolve delays.• Oversee active contracting and case workflows while documenting progress and keeping files organized and audit-ready.• Use multiple carrier portals and follow each provider's procedures to submit information correctly and efficiently.• Monitor turnaround expectations and prioritize daily activities to meet service deadlines and internal performance standards.• Partner with cross-functional teams to strengthen process consistency and deliver a smooth experience for agents throughout onboarding and case administration.
2026-05-13T00:00:00Z

Operations Coordinator

San Diego, CA
onsite
Temporary / Contract
29 - 36 USD / Hourly
About the RoleRobert 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.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. Key Responsibilities<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>
2026-05-07T00:00:00Z

Operations Coordinator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position OverviewA leading financial services organization is seeking an Operations Coordinator to support day-to-day business operations, ensuring efficiency across administrative, client service, and internal workflow functions. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced, compliance-driven environment and enjoys working cross-functionally with operations, finance, and client services teams. The Operations Coordinator will serve as a key point of contact for internal stakeholders, helping streamline processes, manage documentation, support reporting needs, and maintain operational excellence across the organization. Key Responsibilities<ul><li>Coordinate and support daily operational activities across multiple business functions</li><li>Manage and maintain accurate records, documentation, and internal databases</li><li>Assist with client onboarding, account maintenance, and service requests</li><li>Support financial operations including invoice tracking, billing coordination, and reconciliation support</li><li>Prepare reports, dashboards, and operational summaries for leadership review</li><li>Track workflow status and ensure timely completion of operational tasks and deliverables</li><li>Communicate with internal teams (finance, compliance, client services, and leadership) to resolve issues and support process improvements</li><li>Maintain adherence to regulatory and internal compliance standards</li><li>Identify inefficiencies in processes and support implementation of improved workflows</li><li>Provide administrative support for meetings, scheduling, and project coordination as needed</li></ul>
2026-05-15T00:00:00Z

Operations Assistant

La Jolla, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Our client is seeking a detail-oriented and dependable Operations Assistant to support daily business functions and help maintain efficient internal processes. This role is ideal for someone who enjoys administrative support, coordinating tasks across teams, and contributing to smooth day-to-day operations. Key Responsibilities:<ul><li>Provide administrative and operational support to internal teams</li><li>Assist with scheduling, reporting, data entry, and document management</li><li>Help coordinate workflow, track tasks, and support process efficiency</li><li>Maintain accurate records, files, and operational documentation</li><li>Communicate with internal departments and external contacts as needed</li><li>Support special projects and general office activities</li></ul>
2026-05-22T00:00:00Z

Operations Assistant

San Diego, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Our client is seeking a detail-oriented and proactive Operations Assistant to support daily business functions and help maintain efficient internal processes. This role is ideal for someone who enjoys administrative coordination, multitasking, and supporting a team in a fast-paced environment. Responsibilities:<ul><li>Assist with day-to-day operational and administrative tasks to support business functions. </li><li>Coordinate schedules, meetings, records, and internal documentation. </li><li>Support data entry, reporting, filing, and process tracking activities. </li><li>Communicate with internal departments and external contacts to ensure timely follow-up and task completion. </li><li>Help monitor workflows, maintain organized records, and support process improvements. </li><li>Provide general office support and assist with special projects as needed. </li></ul>
2026-05-22T00:00:00Z

Operations Administrative Coordinator

Oceanside, CA
onsite
Temporary / Contract
27 - 33 USD / Hourly
A high-volume hospitality group in Oceanside is seeking an Operations Administrative Coordinator to support executive leadership and daily operational workflows across multiple departments. This role is ideal for someone who thrives in dynamic environments and enjoys balancing administrative coordination, scheduling, reporting, and operational support responsibilities. The Operations Administrative Coordinator will act as a central point of communication between departments while helping ensure smooth day-to-day business operations. Primary ResponsibilitiesAdministrative & Operational Support<ul><li>Coordinate executive calendars, meetings, and operational schedules</li><li>Prepare reports, presentations, and internal documentation for leadership</li><li>Assist with payroll coordination, onboarding paperwork, and scheduling updates</li><li>Support operational departments with administrative tracking and reporting needs</li><li>Maintain organized records, contracts, and operational documentation</li></ul>Team & Office Coordination<ul><li>Coordinate communication between leadership, vendors, and operational teams</li><li>Assist with employee scheduling adjustments and administrative follow-up</li><li>Support office supply management and facility coordination</li><li>Help organize company meetings, trainings, and special events</li></ul>
2026-05-21T00:00:00Z

Office Manager

San Marcos, CA
onsite
Temporary / Contract
36 - 38 USD / Hourly
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. In This Role, You Will<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

Poway, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
Our client is seeking an experienced and organized Office Manager to oversee daily office operations and support a productive, efficient workplace. Responsibilities:<ul><li>Oversee day-to-day office operations and ensure the office runs smoothly</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>
2026-05-15T00:00:00Z

Office Manager

San Diego, CA
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are seeking a highly organized and proactive Office Manager to oversee daily office operations for a real estate organization based in San Diego, CA and ensure the workplace runs efficiently. The Office Manager will support administrative functions, coordinate office procedures, manage supplies and vendor relationships, and help create a productive and professional environment. Key Responsibilities<ul><li>Oversee daily office operations and administrative processes. </li><li>Manage office supplies, equipment, and vendor relationships. </li><li>Coordinate meetings, schedules, and office communications. </li><li>Support onboarding, filing, records management, and general administrative tasks. </li><li>Assist leadership with special projects and operational needs. </li><li>Maintain office policies and help ensure an organized, efficient workplace. </li><li>Additional tasks and special projects as needed</li></ul>
2026-05-19T00:00:00Z