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Robert Half Logo Robert Half · Office Administration

Operations Coordinator

United States, San Diego · Job Posted May 16, 2026
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Job Description

A leading financial services organization is seeking an Operations Coordinator to support day-to-day business operations, ensuring efficiency across administrative, client service, and internal workflow functions. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced, compliance-driven environment and enjoys working cross-functionally with operations, finance, and client services teams. The Operations Coordinator will serve as a key point of contact for internal stakeholders, helping streamline processes, manage documentation, support reporting needs, and maintain operational excellence across the organization.

Job Responsibility

  • Coordinate and support daily operational activities across multiple business functions
  • Manage and maintain accurate records, documentation, and internal databases
  • Assist with client onboarding, account maintenance, and service requests
  • Support financial operations including invoice tracking, billing coordination, and reconciliation support
  • Prepare reports, dashboards, and operational summaries for leadership review
  • Track workflow status and ensure timely completion of operational tasks and deliverables
  • Communicate with internal teams (finance, compliance, client services, and leadership) to resolve issues and support process improvements
  • Maintain adherence to regulatory and internal compliance standards
  • Identify inefficiencies in processes and support implementation of improved workflows
  • Provide administrative support for meetings, scheduling, and project coordination as needed

Requirements

  • 2+ years of experience in operations, administrative support, or coordination roles (financial services preferred)
  • Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
  • experience with CRM or financial systems a plus
  • Strong written and verbal communication skills
  • Ability to work independently while collaborating effectively in a team setting
  • High level of discretion when handling confidential and financial information
  • Analytical mindset with problem-solving capabilities

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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