Wealth Management Office & Ops Lead – Flexible Hours

Australia-Employment; 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 for a wealth management firm in El Segundo, CA. The role focuses on back-office operations, client service and regulatory compliance in a fast-paced advisory environment.

The ideal candidate will have 5+ years in operations, Series 6/63 licensing is desired, and strong MS Office skills including Excel and PowerPoint. This on-site position offers flexible hours and strong benefits with growth potential.

Qualifications

• Minimum of 5 years in an operations role.
• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• Series 6/63 licensed preferred.
• Proficiency in MS Office, especially Excel and PowerPoint.
• Knowledge of office management procedures and regulatory policies.
• Familiarity with financial and facilities management principles.
• Excellent organizational and time-management skills.
• Strong leadership and decision-making abilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Oversee daily operations and manage administrative staff.
• Coordinate with finance to track budgets and expenses.
• Ensure compliance with local, state, and federal regulations.
• Implement and maintain office procedures and systems.
• Liaise with staff, suppliers and clients to maintain professional relationships.
• Assist in preparing reports and financial statements.
• Manage office layout and inventory of supplies and equipment.
• Organize company events and conferences.
• Ensure smooth running of projects and follow-ups.

Skills

Operations

MS Office

Excel

PowerPoint

Communication

Leadership

Time management

Detail orientation

Education

Bachelor's degree

Tools

Series 6/63

Job description

Jobot is seeking an experienced Office Manager for a wealth management firm in El Segundo, CA. The role focuses on back-office operations, client service and regulatory compliance in a fast-paced advisory environment.

The ideal candidate will have 5+ years in operations, Series 6/63 licensing is desired, and strong MS Office skills including Excel and PowerPoint. This on-site position offers flexible hours and strong benefits with growth potential.