2 driver jobs found

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...

Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities: • Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion. • Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs. • Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to...