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Robert Half Logo Robert Half · Office Administration

Operations Administrator

United States, San Diego Employment contract · Job Posted June 29, 2026
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Job Description

Our client is a well-established and growing financial services organization committed to delivering exceptional support and innovative solutions to its clients and business partners. With a collaborative, team-oriented culture, the company values professionalism, accuracy, and outstanding customer service. This is an excellent opportunity to join a fast-paced organization where your administrative and operational expertise will make a meaningful impact. Position Summary Our client is seeking a detail-oriented Operations Administrator to support the day-to-day operations of their financial services team. This role is responsible for coordinating administrative processes, maintaining accurate records, supporting internal teams, and ensuring a seamless experience for clients and business partners. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering exceptional customer service while maintaining a high level of accuracy.

Job Responsibility

  • Answer and direct incoming calls, greet clients and business partners professionally, and respond to inquiries
  • Coordinate and process administrative documentation while ensuring accuracy and completeness
  • Maintain and update client records, files, and internal databases
  • Review documentation for completeness and follow up with clients, vendors, or internal departments as needed
  • Track outstanding items and proactively communicate updates to ensure timely completion
  • Prepare, process, and distribute reports, correspondence, and operational documents
  • Provide exceptional customer service through professional phone and email communication
  • Assist with scheduling, calendar coordination, and meeting preparation
  • Support operational workflows by identifying opportunities to improve efficiency and streamline processes
  • Collaborate with cross-functional teams to meet deadlines and achieve departmental goals
  • Maintain confidentiality of sensitive client and company information
  • Perform additional administrative and operational duties as assigned

Requirements

  • High school diploma or GED required
  • Associate's or Bachelor's degree preferred
  • 2+ years of administrative, operations, customer service, or financial services experience preferred
  • Strong proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
  • Experience working with CRM systems or business software is preferred
  • Excellent written and verbal communication skills
  • Strong organizational skills with exceptional attention to detail
  • Ability to manage multiple priorities while meeting deadlines
  • Professional demeanor with a customer-focused mindset
  • Ability to work both independently and collaboratively within a team environment

Nice to have

  • Associate's or Bachelor's degree preferred
  • 2+ years of administrative, operations, customer service, or financial services experience preferred
  • Experience working with CRM systems or business software is preferred

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
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