Office Manager

Description We are looking for a highly organized and proactive Office Manager to oversee daily operations and ensure the office runs efficiently. This long-term contract position is based in San Marcos, California, and offers an opportunity to support a dynamic team while managing administrative tasks, compliance procedures, and client-focused services. The ideal candidate will excel in multitasking, leadership, and fostering a detail-oriented environment. Responsibilities: u2022 Manage daily office operations, including scheduling, meeting coordination, and calendar management for staff and advisors. u2022 Maintain office supplies, vendor relationships, and ensure facility needs are addressed promptly. u2022 Ensure compliance with regulatory standards, internal policies, and confidentiality protocols. u2022 Support advisors by preparing client presentations, meeting materials, and account documentation. u2022 Oversee client onboarding processes, including paperwork, compliance checks, and account setup. u2022 Supervise administrative staff, delegate tasks, and assist with training and onboarding new team members. u2022 Monitor deadlines for reporting, licensing renewals, and required documentation to ensure timely completion. u2022 Coordinate internal communications and foster collaboration between advisors and support staff. u2022 Assist with budgeting, expense tracking, and vendor billing to maintain financial accuracy. u2022 Prepare reports for leadership on office performance and client service metrics. Requirements u2022 Proven experience in office management or administrative roles. u2022 Exceptional organizational skills with the ability to manage multiple priorities effectively. u2022 Strong knowledge of compliance standards and confidentiality protocols. u2022 Proficient in scheduling, calendaring, and meeting coordination. u2022 Excellent interpersonal and communication skills to build and maintain effective relationships. u2022 Familiarity with financial planning tools and document storage systems is a plus. u2022 Ability to supervise team members and foster a collaborative work environment. u2022 Detail-oriented with experience in budgeting, expense tracking, and vendor management. TalentMatchu00ae Robert Half is the worldu2019s 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-02