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

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the insurance industry is seeking a highly organized and detail-oriented Operations Administrator to support day-to-day business operations and ensure smooth workflow across multiple departments. This role is ideal for someone who thrives in a structured, fast-paced environment and enjoys supporting both administrative and operational functions.The Operations Administrator will play a key role in coordinating processes, maintaining documentation, and supporting internal teams to ensure accuracy, efficiency, and compliance within insurance operations. Key Responsibilities<ul><li>Support daily operational workflows across underwriting, claims, or policy administration teams</li><li>Maintain accurate records and documentation in internal systems and ensure data integrity</li><li>Assist with processing insurance applications, policy changes, and related administrative tasks</li><li>Coordinate communication between internal departments, carriers, and external partners as needed</li><li>Review and organize policy and client documentation for completeness and compliance</li><li>Support reporting efforts by gathering and inputting operational data into spreadsheets or systems</li><li>Monitor workflow queues and assist in prioritizing and routing tasks appropriately</li><li>Respond to internal inquiries regarding policy status, documentation, or operational processes</li><li>Assist with audit preparation and compliance-related documentation tracking</li><li>Provide general administrative support to operations leadership and team members </li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Our client is a well-established and growing financial services organization committed to delivering exceptional support and innovative solutions to its clients and business partners. With a collaborative, team-oriented culture, the company values professionalism, accuracy, and outstanding customer service. This is an excellent opportunity to join a fast-paced organization where your administrative and operational expertise will make a meaningful impact. Position SummaryOur client is seeking a detail-oriented Operations Administrator to support the day-to-day operations of their financial services team. This role is responsible for coordinating administrative processes, maintaining accurate records, supporting internal teams, and ensuring a seamless experience for clients and business partners. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering exceptional customer service while maintaining a high level of accuracy. Key Responsibilities<ul><li>Answer and direct incoming calls, greet clients and business partners professionally, and respond to inquiries.</li><li>Coordinate and process administrative documentation while ensuring accuracy and completeness.</li><li>Maintain and update client records, files, and internal databases.</li><li>Review documentation for completeness and follow up with clients, vendors, or internal departments as needed.</li><li>Track outstanding items and proactively communicate updates to ensure timely completion.</li><li>Prepare, process, and distribute reports, correspondence, and operational documents.</li><li>Provide exceptional customer service through professional phone and email communication.</li><li>Assist with scheduling, calendar coordination, and meeting preparation.</li><li>Support operational workflows by identifying opportunities to improve efficiency and streamline processes.</li><li>Collaborate with cross-functional teams to meet deadlines and achieve departmental goals.</li><li>Maintain confidentiality of sensitive client and company information.</li><li>Perform additional administrative and operational duties as assigned.</li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams.The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients. Key Responsibilities<ul><li>Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing</li><li>Maintain and update client and account records with a high level of accuracy and confidentiality</li><li>Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements</li><li>Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks</li><li>Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards</li><li>Monitor workflow queues and help prioritize and route operational tasks appropriately</li><li>Support reporting by collecting, organizing, and entering operational and financial data into internal systems</li><li>Assist with audit preparation, compliance tracking, and documentation management</li><li>Respond to internal and external inquiries regarding account status, processes, or documentation requirements</li><li>Provide general administrative and operational support to leadership and team members</li></ul>
2026-06-26T00:00:00Z

Operations Coordinator

San Marcos, CA
onsite
Temporary / Contract
28 - 38 USD / Hourly
A growing construction and development company is hiring an Operations Coordinator to support project teams, office administration, and daily business operations. This role is ideal for someone who thrives in a fast-paced environment and enjoys being involved in multiple aspects of a business. The Operations Coordinator will work closely with project managers, accounting staff, vendors, and clients to help ensure projects remain organized and on schedule. ResponsibilitiesProject & Administrative Coordination<ul><li>Support project managers with documentation and reporting</li><li>Coordinate meetings, schedules, and project communications</li><li>Track contracts, permits, and project-related records</li><li>Assist with vendor onboarding and compliance documentation</li><li>Prepare reports and maintain project files</li></ul>Office Operations<ul><li>Manage office workflows and administrative processes</li><li>Coordinate supply ordering and vendor relationships</li><li>Assist with customer inquiries and project updates</li><li>Support leadership with special projects and operational initiatives</li></ul>
2026-06-19T00:00:00Z

Office Manager

La Jolla, CA
onsite
Temporary / Contract
28 - 36 USD / Hourly
Our client, a well-established financial services firm in La Jolla, is seeking an experienced and highly organized Office Manager to join their team on a contract-to-hire basis. This individual will oversee the day-to-day administrative operations of the office, ensuring a professional, efficient, and client-focused environment. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced professional office.This is an excellent opportunity for someone looking to establish a long-term career with a respected organization that offers stability, collaboration, and growth opportunities.Key Responsibilities<ul><li>Manage the daily operations of the office to ensure efficiency and organization</li><li>Serve as the primary point of contact for office administration, vendors, and building management</li><li>Oversee front desk operations and create a welcoming experience for clients and visitors</li><li>Coordinate calendars, meetings, conference room scheduling, and office events</li><li>Order and manage office supplies, equipment, and vendor relationships</li><li>Assist leadership with administrative support, reporting, and special projects</li><li>Develop and maintain office procedures to improve workflow and efficiency</li><li>Coordinate incoming and outgoing mail, deliveries, and office communications</li><li>Support onboarding logistics for new employees and assist with general HR administrative tasks</li><li>Maintain confidential records and ensure the office complies with company policies and procedures</li></ul>
2026-06-26T00:00:00Z

Office Manager

San Diego, CA
onsite
Temporary / Contract
29 - 36 USD / Hourly
Office ManagerAbout the RoleRobert Half is partnering with a growing real estate organization seeking an experienced Office Manager to oversee daily office operations and provide administrative support across multiple departments. This role is responsible for ensuring the office runs efficiently, supporting leadership, coordinating vendor relationships, and maintaining organized business operations. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities in a fast-paced real estate environment.Key Responsibilities<ul><li>Oversee day-to-day office operations to ensure an efficient and professional work environment</li><li>Manage office supplies, equipment, and vendor relationships, including maintenance and service providers</li><li>Coordinate calendars, meetings, travel arrangements, and company events</li><li>Support property management, leasing, and accounting teams with administrative functions</li><li>Maintain contracts, leases, property files, and other business records</li><li>Assist with invoice processing, expense tracking, and vendor payments</li><li>Serve as the primary point of contact for visitors, tenants, clients, and business partners</li><li>Coordinate onboarding activities for new employees and support general HR administration</li><li>Develop and maintain office procedures to improve operational efficiency</li><li>Prepare reports, correspondence, presentations, and other business documents</li><li>Support special projects and provide executive-level administrative assistance as needed</li></ul>
2026-06-19T00:00:00Z