We are looking for an Office Manager to support daily administrative operations and help create an organized, efficient workplace in California. This Long-term Contract position is ideal for someone who can balance front-office coordination with hands-on support for purchasing, vendor communication, and basic financial administration. The right candidate will bring strong attention to detail, a service-oriented approach, and the ability to keep office activities running smoothly.<br><br>Responsibilities:<br>• Coordinate day-to-day office operations to ensure an efficient and well-organized administrative environment.<br>• Manage the purchasing of office materials and supplies, tracking inventory levels and replenishing items as needed.<br>• Maintain orderly supply storage and ensure staff have timely access to the resources required for daily work.<br>• Support accounts payable activities by organizing invoices, preparing documentation, and assisting with payment processing.<br>• Serve as the first point of contact for visitors, phone calls, and general front-desk inquiries in a courteous and attentive manner.<br>• Assist with administrative scheduling, document handling, and general office support tasks across the team.<br>• Communicate with vendors and service providers to help resolve supply, delivery, or office-related issues.<br>• Help maintain accurate office records and administrative files to support smooth business operations.
We are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners.<br>• Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs.<br>• Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences.<br>• Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance.<br>• Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation.<br>• Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value.<br>• Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.