Operations Assistant

Operations Administrator | $28-33/hr | Temp to Hire | Hybrid, San Diego CA
Our client is looking for an Operations Administrator to support core operational workflows and ensure smooth, accurate processes across internal teams. In this role, you'll help maintain essential account data, support client-facing deliverables, and contribute to efficient day?to?day operations. This position is great for someone detail?oriented, organized, and eager to grow within a collaborative environment. If this role sounds like a fit and you'd like to hear more, apply now!

Who You Are:

• Bring 2+ years of experience in an operational or administrative role within financial or professional services
• Comfortable working with data, documentation, and multi-step processes requiring accuracy
• Strong communicator who can interact professionally across teams and with external partners
• Proficient in Microsoft Office, especially Excel and Word
• Familiar with portfolio or account management systems (experience with specific platforms is a plus but not required)

What You'll Do:

• Support account setup, maintenance, and documentation workflows
• Maintain data integrity across internal systems and ensure accurate record?keeping
• Assist with post?transaction processing, settlement activities, and account reconciliation
• Prepare recurring client reports, statements, and invoices
• Coordinate with internal teams and outside partners to resolve operational questions or issues
• Handle ongoing administrative tasks that keep daily operations running smoothly

Diversity Statement

We actively support and promote people of various backgrounds, from race, religion, and gender to geographical area, university, lifestyle, and personality types. Our client base is diverse, and we strive to reflect that in every opportunity. Apply now!

Compensation

What does this position pay?
Compensation is determined by several factors including skillset, experience level, and geographic location.
The expected range for this role is $28-$33/hr.
Please note this is an estimate. Actual pay may vary based on qualifications and experience.

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