Operations Administrator

Operations Administrator

Robert Half’s client, a financial services organization, is seeking an Operations Administrator to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion.

Responsibilities:

• Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.
• Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.
• Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.
• Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.
• Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.
• Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.
• Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.
• Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.

TalentMatch^®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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Qualifications

Qualifications:

• 2+ years of administrative, operations, client service, or coordination experience, preferably within financial services, insurance, banking, or another regulated industry.
• Strong attention to detail and ability to manage confidential documentation with discretion.
• Excellent organizational and follow-up skills with the ability to prioritize multiple deadlines.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office; experience with Salesforce or similar CRM systems strongly preferred.
• Ability to learn and navigate multiple systems, portals, and processes quickly.
• Comfortable working in a fast-paced, high-volume environment while maintaining accuracy and service quality.

Work for Warriors is a no-cost employment program of the California Military Department for Service Members, Veterans, and military family members. The Veteran Staffing Consultant for Robert Half is Tracey Huerta.