Wealth Management Office Operations Lead – Flexible Hours

Jobot; El Segundo (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible hours

Great benefits

Job summary

Jobot is seeking an experienced Office Manager/Operations Associate in El Segundo, CA to support back-office and client services in a wealth management setting. The role requires a minimum of 5 years in operations and a Series 6/63 license is desirable.

Salary ranges from $80,000 to $100,000 with flexible hours and strong benefits. Responsibilities include overseeing daily operations, budgeting coordination, regulatory compliance, and staff leadership while maintaining professional relationships

Qualifications

• Minimum 5 years in an operations role or similar.
• Bachelor’s degree in Business Administration, Finance, Accounting, or related field.
• Series 6/63 license is preferred.
• Proficient in MS Office with advanced Excel and PowerPoint skills.
• Strong knowledge of office management procedures and policies.

Responsibilities

• Oversee daily operations and manage administrative staff.
• Coordinate with finance to track budgets and expenses.
• Ensure compliance with local, state, and federal financial regulations.
• Implement and maintain office procedures and systems.
• Liaise with staff, suppliers, and clients to maintain professional relationships.
• Prepare regular reports and financial statements.

Skills

Leadership

Communication

Time management

Organizational skills

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

MS Office

Excel

PowerPoint

Job description

Jobot is seeking an experienced Office Manager/Operations Associate in El Segundo, CA to support back-office and client services in a wealth management setting. The role requires a minimum of 5 years in operations and a Series 6/63 license is desirable.

Salary ranges from $80,000 to $100,000 with flexible hours and strong benefits. Responsibilities include overseeing daily operations, budgeting coordination, regulatory compliance, and staff leadership while maintaining professional relationships