Benefits:

401(k)

Competitive salary

Health insurance

Paid time off

Location: Simi Valley, CA (In-office)

Company Type: Small, family-owned financial services firm

We are a growing, family-owned financial services company looking for an experienced Operations Manager to oversee day-to-day operations and client service support. This role is central to our business and ideal for someone who thrives in a detail-oriented environment, values long-term client relationships, and enjoys wearing multiple hats.

Key Responsibilities

Process and manage payroll

Assist with opening and maintaining investment accounts for new and existing clients

Handle client billing and invoicing

Perform light bookkeeping and financial record-keeping

Coordinate meetings, schedules, and client communications

Work closely with our in-house CPA to support tax filings and client documentation

Manage and maintain our CRM system and client portfolio management platforms

Oversee client relationship services, ensuring accuracy, responsiveness, and follow-through

Support overall operational efficiency and internal workflows

Qualifications

Prior operations experience required, preferably in financial services, wealth management, accounting, or a related professional services field

Strong understanding of financial processes, client accounts, and confidentiality

Comfortable working with CRMs, portfolio management systems, and financial software

Highly organized, detail-oriented, and reliable

Ability to prioritize multiple projects and adjust workload accordingly; time management is critical

Professional communication skills with a client-first mindset

Ability to work independently while collaborating with advisors and CPA staff

Ability to maintain a high level of confidentiality around client data