15 Results for Operations Specialist Jobs in San Francisco, CA

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Legal Operations Specialist

San Francisco, CA
remote
Temporary / Contract
45 - 60 USD / Hourly
Our client, a San Francisco-based healthcare AI company, is seeking a temporary Legal Operations Specialist to support the buildout of its legal function as the company continues to expand internationally.This contractor will partner closely with the internal team to establish foundational legal operations infrastructure, with an initial focus on building and organizing the company's core legal folder system and developing practical workflows for managing legal documents and processes. The role is well suited for a paralegal or legal operations professional who has experience creating structure within a growing legal function and can independently organize information, establish repeatable processes, and help build systems that can scale with the business. Responsibilities<ul><li>Partner with internal stakeholders to build and organize the company's core legal folder and document management structure</li><li>Review and organize existing legal documents, agreements, corporate records, and other legal materials into a consistent and accessible filing system</li><li>Develop file naming conventions, folder structures, document categorization standards, and related organizational protocols</li><li>Establish and document legal operations workflows for the intake, organization, tracking, and maintenance of legal matters and documents</li><li>Create trackers, templates, checklists, and other tools to improve visibility into legal work and support consistent processes</li><li>Assist with organizing contracts and maintaining key agreement information, deadlines, renewal dates, and related records as needed</li><li>Identify gaps or inefficiencies in existing legal administrative processes and help implement practical solutions appropriate for a growing company</li><li>Coordinate with business stakeholders to gather legal documents and information and ensure materials are appropriately maintained</li><li>Document newly established processes to support ongoing use by the company's legal and business teams</li><li>Provide additional paralegal and legal operations support as the legal function develops and priorities evolve</li></ul>
2026-09-30T00:00:00Z

Operations Manager

San Ramon, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-10-02T00:00:00Z

Operations Manager

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 195000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Branch Operations Manager📍 San Francisco, CA (On-Site)🏢 Respected Wealth Management Firm💰 Competitive Base + Bonus A well-established and highly respected wealth management and financial services firm is seeking an experienced Operations Manager to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-15T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables. Responsibilities:• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Operations Coordinator

South San Francisco, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Job Description:Robert Half is seeking a detail-oriented Operations Coordinator. This position is ideal for someone who enjoys managing multiple priorities, supporting day-to-day operations, and ensuring information is processed accurately and efficiently. The successful candidate will thrive in a fast-paced environment, possess strong organizational skills, and enjoy collaborating with both internal teams and external partners. Responsibilities:<ul><li>Process and maintain records with a high level of accuracy</li><li>Monitor the status of ongoing transactions and activities</li><li>Communicate updates to internal teams, clients, and business partners</li><li>Review documentation to ensure completeness and accuracy</li><li>Research and resolve discrepancies and issues in a timely manner</li><li>Assist with invoicing, reporting, and administrative support functions</li><li>Maintain data within company systems and databases</li><li>Support process improvement initiatives and workflow efficiencies</li><li>Coordinate with multiple departments to ensure timely completion of tasks</li><li>Provide backup support and collaborate with team members as needed</li></ul>Qualifications<ul><li>1+ years of experience in operations, administration, customer support, coordination, or a related role</li><li>Strong attention to detail and organizational abilities</li><li>Excellent written and verbal communication skills</li><li>Ability to prioritize tasks and manage multiple deadlines</li><li>Proficiency with Microsoft Office, including Excel, Word, and Outlook</li><li>Strong problem-solving and analytical skills</li><li>Ability to work both independently and as part of a team</li></ul>Preferred Qualifications<ul><li>Experience working with documentation, records management, or workflow processing</li><li>Experience in a fast-paced, deadline-driven environment</li><li>Familiarity with reporting, data entry, or transaction-based processes</li><li>Exposure to process improvement initiatives</li></ul>
2026-10-07T00:00:00Z

Operations Coordinator

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Operations CoordinatorBrief Job Description:The Operations Coordinator supports business operations by coordinating workflows, tracking projects, maintaining documentation, and helping teams improve efficiency.Responsibilities:<ul><li>Coordinate daily operational activities across departments</li><li>Track schedules, deliverables, and service levels</li><li>Prepare reports, dashboards, and operational updates</li><li>Assist with process improvement initiatives</li><li>Manage vendor communication and internal follow-up</li><li>Maintain records, procedures, and operational documentation</li></ul>
2026-09-25T00:00:00Z

Operations Coordinator

Alameda, CA
onsite
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for an Operations Coordinator to support grant-related administrative and financial activities for a Long-term Contract opportunity based in Alameda, California. This position will play a key role in coordinating budgets, maintaining accurate reporting, and helping ensure grant funding is managed in accordance with established guidelines and timelines. The ideal candidate brings strong administrative judgment, financial tracking experience, and the ability to stay organized while working across multiple priorities in a hybrid environment. Responsibilities: • Oversee day-to-day grant financial coordination by developing budget tracking methods, reviewing spending activity, and helping distribute funds appropriately across approved categories. • Create and submit grant-related financial documentation that is accurate, timely, and aligned with sponsor reporting standards. • Compare committed funds and actual expenditures against grant objectives to help keep programs on schedule and within approved limits. • Maintain organized records for grant budgets, supporting documents, and compliance materials to support audits and internal review needs. • Partner with internal stakeholders to gather financial details, resolve discrepancies, and improve visibility into grant performance. • Assist with forecasting future grant expenses and identifying potential budget variances before they affect program delivery.
2026-10-08T00:00:00Z

Office Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Office SpecialistBrief Job DescriptionWe are hiring an Office Specialist to support daily administrative operations and ensure the office runs efficiently. This role involves clerical support, scheduling, document management, and front-office coordination.Responsibilities<ul><li>Answer phones, greet visitors, and manage incoming correspondence</li><li>Schedule meetings and maintain calendars</li><li>Prepare, file, and organize documents</li><li>Order office supplies and support general office operations</li><li>Assist with data entry, reports, and administrative projects</li><li>Provide support to multiple departments as needed</li></ul>
2026-10-09T00:00:00Z

Order Management Specialist

San Leandro, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Order Management SpecialistBrief Job Description:The Order Management Specialist oversees the order lifecycle, ensuring customer orders are entered, processed, tracked, and fulfilled accurately and on time.Responsibilities:<ul><li>Enter and process customer orders in internal systems</li><li>Review orders for accuracy, pricing, and product availability</li><li>Coordinate with sales, warehouse, and logistics teams</li><li>Resolve order discrepancies, delays, and fulfillment issues</li><li>Provide order status updates to customers and internal stakeholders</li><li>Maintain records and prepare order-related reports</li></ul>
2026-09-25T00:00:00Z

Order Management Specialist

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs. Responsibilities: • Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications. • Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work. • Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared. • Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs. • Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication. • Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion. • Collaborate with team members across the department and provide assistance wherever additional support is needed.
2026-10-08T00:00:00Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
25.65 - 29.7 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations for a contract position based in Novato, California. In this role, you will investigate transaction and account issues that require manual review, help ensure accurate processing across multiple banking functions, and work closely with internal teams to resolve outstanding items. This opportunity is well suited for someone who brings strong customer service instincts, sound judgment, and the ability to manage exceptions in a fast-paced financial services environment. Responsibilities: • Review daily exception queues and take prompt action to resolve transactions or account items that do not process successfully. • Investigate discrepancies involving deposits, checks, wires, loan-related activity, and other banking transactions by analyzing records and available documentation. • Correct processing or input errors to support accurate account activity and reduce operational risk. • Partner with branches and internal departments through phone and email communication to gather missing details and move cases toward resolution. • Record research findings, decisions, and completed actions clearly to maintain a complete audit trail for each case. • Escalate high-risk or complex issues when additional approval or specialized support is needed. • Follow established banking policies, regulatory requirements, and internal control standards throughout exception handling activities. • Assist customers and internal partners with transaction-related questions while delivering attentive service across multiple communication channels.
2026-10-09T00:00:00Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
30 - 32 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-10-09T00:00:00Z

AP Specialist

Menlo Park, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Primary Responsibilities<ul><li>Process vendor invoices and ensure proper coding and approvals.</li><li>Perform purchase order, invoice, and receipt matching.</li><li>Manage vendor records and respond to supplier inquiries.</li><li>Support payment processing and resolve invoice discrepancies.</li><li>Work within Coupa to manage procurement and AP workflows.</li><li>Assist with month-end AP close and reporting.</li></ul>
2026-10-05T00:00:00Z

AP Specialist

Mountain View, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Primary Responsibilities<ul><li>Enter and process invoices in SAP S/4HANA.</li><li>Review coding, approvals, and supporting documentation.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Prepare payment batches and support disbursement activities.</li><li>Assist with AP aging review and month-end closing tasks.</li><li>Maintain compliance with company policies and internal controls.</li></ul>
2026-10-05T00:00:00Z

15 results for Operations Specialist in San Francisco, CA