10 Results for Operations Specialist Jobs in San Francisco, CA

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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.
2026-11-04T00:00:00Z

Office Specialist

Oakland, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Office Specialist to support property administration activities for a community in California. This Contract position is ideal for someone who can balance resident service, office coordination, and daily operational support in a housing environment. The person in this role will help keep property records organized, assist with compliance-related processes, and contribute to efficient communication with residents, staff, and external partners. Responsibilities: • Oversee administrative and operational activities for the assigned property to help maintain an organized, safe, and resident-focused community. • Support staff coordination by assisting with scheduling, onboarding, training follow-up, and day-to-day workflow distribution across office and site functions. • Maintain resident records, waiting lists, and occupancy documentation in accordance with applicable housing regulations, Fair Housing standards, and Section 504 guidelines. • Coordinate with maintenance teams and outside vendors to track service requests, preventive maintenance activity, repairs, and completion timelines. • Prepare documentation and organize files needed for audits, inspections, and compliance reviews, ensuring required materials are accurate and readily accessible. • Assist with rent administration by tracking collections, recording deposit information, monitoring receivables, and escalating delinquent accounts for appropriate follow-up. • Contribute to annual budget planning and support ongoing expense tracking to help the property operate within approved financial targets. • Help market available units, process move-ins and recertifications, and keep resident files current and complete under regulatory requirements. • Conduct or support periodic unit and site inspections, document findings, and coordinate follow-up actions such as work orders, notices, or resident chargebacks.
2026-11-03T00:00:00Z

Marketing Operations Specialist

San Ramon, CA
onsite
Temporary to Hire
35 - 45 USD / Hourly
We are looking for a Marketing Operations Specialist to join a growing team in San Ramon, California on a contract basis with the potential to become permanent. This position supports the day-to-day execution of marketing programs by bringing structure to projects, improving coordination across stakeholders, and ensuring campaigns and events stay on track. The role is ideal for someone who enjoys organizing complex workstreams, maintaining accurate data, and helping marketing efforts move from concept through delivery with consistency and accountability. Responsibilities: • Coordinate the full marketing workflow by organizing timelines, deliverables, ownership, and milestones across multiple initiatives. • Maintain centralized visibility into active marketing projects so teams can easily track priorities, progress, dependencies, and upcoming actions. • Partner with marketing leadership to turn business goals and campaign ideas into practical execution plans with clear follow-up and accountability. • Oversee operational planning for meetings, webinars, recruiting activities, client events, and other marketing programs, including logistics, vendor communication, attendee coordination, and materials preparation. • Work closely with creative and content partners to support invitations, branded assets, presentation materials, and event-related communications. • Prepare and maintain recurring reports and dashboards that measure campaign results, event participation, lead activity, and areas for future optimization. • Manage marketing tools, databases, lists, and tracking systems to help ensure accurate segmentation, clean records, and reliable campaign data. • Develop and refine repeatable processes for intake requests, campaign coordination, event execution, and reporting while identifying opportunities to streamline workflows. • Serve as a key point of contact for advisor and internal marketing requests by communicating timelines, status updates, competing priorities, and next steps clearly.
2026-11-04T00:00:00Z

Operations Manager - Boutique Wealth Management

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days) 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.
2026-11-04T00:00:00Z

Contract Specialist

Redwood City, CA
remote
Temporary / Contract
35 - 50 USD / Hourly
A growing technology company in Fremont is seeking a Contracts Specialist to join its Legal team. This role will provide day-to-day support to the General Counsel and help manage the full contract lifecycle across the organization. The position is primarily administrative in nature, with responsibility for contract intake, tracking, routing, execution, organization, and renewal management, while also assisting with first-pass review of agreements, especially nondisclosure agreements (NDAs). The Contracts Administrator will work across a wide range of company agreements and partner closely with internal stakeholders including sales, procurement, finance, HR, operations, and business leadership to help ensure contracts are processed efficiently and maintained accurately. Key Responsibilities<ul><li>Support the General Counsel with administration of the company’s contract lifecycle management process from request through execution, storage, and renewal tracking</li><li>Serve as a central point of contact for contract intake, status updates, document routing, signature coordination, and follow-up with internal stakeholders</li><li>Conduct first-pass review of standard agreements, with a particular focus on NDAs, using approved templates, playbooks, and escalation guidelines</li><li>Prepare, revise, format, and distribute contracts and related legal documents for review and execution</li><li>Maintain organized contract files, databases, trackers, and electronic records to ensure accuracy, completeness, and accessibility</li><li>Monitor key contract dates, including renewals, expirations, notice periods, and other obligations, and proactively alert stakeholders</li><li>Assist with administration of all agreement types across the company, including customer, vendor, partner, procurement, consulting, and confidentiality agreements</li><li>Help identify nonstandard terms and route issues to the General Counsel or appropriate legal team member for further review</li><li>Track contract status and generate reports related to volume, turnaround times, renewals, and outstanding items</li><li>Support process improvement initiatives for legal operations, contract workflows, templates, and recordkeeping practices</li><li>Coordinate with cross-functional teams to collect required information and ensure timely completion of agreements</li><li>Assist with legal templates, signature packets, and document version control</li><li>Support audits, compliance requests, and internal document retrieval as needed</li><li>Perform other legal administrative and contract support duties as assigned</li></ul>
2026-10-30T00:00:00Z

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.
2026-10-30T00:00:00Z

Order Management Specialist

Oakland, CA
onsite
Temporary / Contract
27 - 32 USD / Hourly
We are looking for an Order Management Specialist to process customer orders, coordinate fulfillment, and ensure accurate and timely order completion.Responsibilities:<ul><li>Enter and manage customer orders in the system</li><li>Review orders for accuracy, pricing, and product availability</li><li>Coordinate with sales, warehouse, and shipping teams</li><li>Resolve order discrepancies and customer issues</li><li>Track shipments and update customers on order status</li><li>Maintain order records and reporting</li></ul>
2026-10-17T00:00:00Z

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

Berkeley, CA
onsite
Temporary / Contract
30 - 34 USD / Hourly
Are you an experienced Accounts Payable Specialist with expertise in Sage Intacct? Robert Half is seeking a detail-oriented and tech-savvy professional to support accounts payable functions for one of our clients. The ideal candidate will have strong proficiency with Sage Intacct, exceptional organizational skills, and a solid understanding of accounting processes. This is an excellent opportunity to work with a growing company in a dynamic and collaborative environment.Responsibilities:<ul><li>Process high-volume invoices in Sage Intacct, ensuring accuracy and adherence to company policies.</li><li>Match invoices with purchase orders and resolve any discrepancies in a timely manner.</li><li>Manage vendor relationships, including maintaining accurate vendor records and reconciling vendor statements.</li><li>Generate and process payments via checks, ACH, and wires through Sage Intacct's Accounts Payable module.</li><li>Assist with the implementation and optimization of Sage Intacct functionalities to improve workflow efficiencies.</li><li>Prepare accounts payable reports, including aging reports, and assist with audit preparation and requests.</li><li>Support month-end and year-end close processes by reconciling accounts payable balances and preparing relevant schedules.</li><li>Ensure compliance with accounting standards and all applicable regulations.</li></ul>
2026-10-27T00:00:00Z

Director of Operations

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 200000 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. ✨ Director of Operations📍 Mill Valley, CA (Hybrid)🏢 Boutique Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting. The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution. Key Responsibilities<ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul>
2026-10-26T00:00:00Z

10 results for Operations Specialist in San Francisco, CA