Results for Operations Specialist Jobs in Walnut Creek, 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.
2026-10-09T00:00:00Z

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

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
28.5 - 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

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

Operations Director - 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 Director | 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.
2026-10-20T00:00:00Z

7 results for Operations Specialist in Walnut Creek, CA