We are looking for a dedicated Operations Specialist to join our team in Oakland, California. In this long-term contract position, you will play a vital role in ensuring the seamless daily operations of a school campus, collaborating closely with the Principal and support staff to deliver outstanding administrative and operational services. This is an excellent opportunity to contribute to a dynamic educational environment while overseeing essential functions that support both students and families.<br><br>Responsibilities:<br>• Coordinate daily campus operations, addressing logistical challenges and providing escalation support as needed.<br>• Supervise and manage onsite staff, including custodial teams, cafeteria personnel, administrative staff, and attendance clerks.<br>• Handle purchasing, budgeting, and supply ordering to ensure the campus is well-equipped.<br>• Maintain and oversee student information systems while ensuring accuracy and compliance.<br>• Support front-office functions, including communication with families and responding to inquiries.<br>• Manage food service operations, including cafeteria coordination and inventory management.<br>• Partner with custodial, maintenance, and security teams to ensure the campus remains safe and operational.<br>• Lead student enrollment efforts, including recruitment activities and fall preparation tasks.<br>• Collaborate with teams on summer school operations and deep-cleaning schedules to prepare for the upcoming academic year.
We are looking for an Operations Specialist to join our team in Oakland, California on a contract basis. In this role, you will be responsible for managing operational systems, overseeing facilities and office management, and developing scalable processes to support organizational growth. This position offers the opportunity to play a key role in ensuring efficient operations and fostering a cohesive work environment.<br><br>Responsibilities:<br>• Develop and implement operational policies and procedures to enhance organizational efficiency and compliance.<br>• Manage facilities across multiple locations, ensuring safety, accessibility, and functionality of workspaces.<br>• Coordinate vendor relationships and oversee procurement of supplies, equipment, and other operational resources.<br>• Supervise administrative staff, providing guidance, coaching, and establishing clear workflows.<br>• Organize logistics for staff travel, including international arrangements, and support planning for organizational events.<br>• Collaborate with the finance team to ensure vendor contracts, expenses, and procurement align with financial policies.<br>• Maintain accurate records and documentation related to facilities, inventory, and operational activities.<br>• Monitor and improve day-to-day operations of both physical and virtual workspaces to support staff productivity.<br>• Ensure shared spaces such as conference rooms and event areas are efficiently managed and utilized.
We are looking for a dynamic and detail-oriented Operations Manager to oversee and optimize the operational processes of our organization. In this role, you will manage inventory planning, logistics, and distributor relations to ensure smooth workflows and timely delivery of goods. Based in Petaluma, California, this position offers an opportunity to contribute to a collaborative team environment and drive operational excellence.<br><br>Responsibilities:<br>• Manage inventory planning and monitor supply chain performance to address delays, shortages, and quality concerns.<br>• Supervise inbound logistics, including freight costs, customs clearance, warehousing, and transportation.<br>• Collaborate with third-party logistics providers to ensure accurate receiving, storage, and distribution of inventory.<br>• Maintain strong relationships with distributors, ensuring compliance with service levels and operational requirements.<br>• Oversee inventory levels and demand forecasting to prevent stockouts and overstock situations.<br>• Ensure smooth order management processes for timely and accurate fulfillment.<br>• Utilize operational systems to track inventory, order flow, and generate reports while ensuring data integrity.<br>• Develop and monitor key performance indicators to measure and improve production, logistics, and fulfillment efficiency.<br>• Troubleshoot and resolve any operational or system-related issues affecting distributors or inventory.<br>• Implement workflow optimizations to enhance cost-effectiveness and reliability.
<p>Oversees daily operations to ensure organizational efficiency, productivity, and high service standards.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Optimize internal processes and workflows</li><li>Lead and supervise operational staff</li><li>Analyze performance data and implement improvements</li><li>Manage budgets and resources</li><li>Ensure compliance with company policies and regulations</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.</p><p>This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.</p><p>This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
RESPONSIBILITIES <br>Financial Reconciliation & Reporting<br>• Validate that all inventory related transactions (receipts, issues, transfers, adjustments, scrap, returns) are accurately recorded in Parity (inventory system) by the Operations team daily.<br>• Post Inventory transactions in Great Plains (accounting system)<br>• Reconcile inventory between GP and Parity<br>• Reconcile outside warehouse inventory to GP. <br>• Process inventory transactions for sales from outside warehouses to move finished goods from PB to PFFI within GP to support sales order fulfillment.<br>• Investigate and resolve discrepancies related to inventory quantities, units of measure, and transaction timing.<br>• Validate monthly transactions in financial reporting systems. <br>Transaction Validation & Compliance<br>• Review transactions entered by operations, procurement, and warehouse teams to ensure accuracy, completeness, and compliance with company policies.<br>• Identify incorrect or missing transactions and follow up with responsible teams to correct them.<br>• Monitor open POs, unmatched receipts, and unposted transactions to ensure timely resolution.<br>• Validate BOM accuracy, production reporting, and WIP movements as needed.<br>Process Monitoring & Issue Resolution<br>• Track recurring errors or process gaps and escalate systemic issues to management.<br>• Collaborate with cross functional teams to correct root causes of inventory inaccuracies.<br>• Support cycle count and physical inventory processes by validating results and ensuring proper adjustments are recorded.<br>• Maintain documentation of reconciliation procedures and transaction workflows.<br>• Maintain standardized reports and dashboards for monitoring inventory accuracy<br><br>Most important keys: <br>• Bachelors is a must <br>• Needs to be a thinker, who is willing to be trained<br>• Heavy reconciliations of data between different systems and resolving discrepancies with operating and accounting teams (standard month end, journal entries, etc)<br>• 1+ years experience would be ideal, open to college grad at lower comp<br>• Communicating issues to leadership and operations (corporate and onsite) and begin able to identify them- will need to be meticulous and detail oriented- great communicator to leadership at the plant onsite with them<br>• Training included<br>• Willing to evolve into an accounting role<br>• Software- Great Plains (Accounting System), and Parity (Inventory System)
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire an <strong>Operations Manager</strong> to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced <strong>Operations Manager</strong> or <strong>Lead CSA</strong> with prior management experience.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul><p><br></p>