Operations Associate
Certis Capital Management, Inc.
Company Description Certis Capital Management, Inc. oversees investment and financial activities for a select number of families located throughout the United States. The firm manages diversified portfolios spanning private equity, real estate, and private lending strategies. Certis focuses on tailored, long-term wealth management solutions that align with each family’s financial objectives. Candidates can expect to join a specialized team working in a dynamic, multi-asset investment environment. The company offers exposure to sophisticated investment strategies and personalized client service.
Role Description The Operations Associate is a full-time, on-site role based in Santa Barbara, CA. This position is responsible for supporting day-to-day operational workflows, including trade processing, account reconciliation, and maintaining accurate client records. The role involves coordinating with custodians and service providers, preparing reports, and assisting with compliance and documentation requirements. The Operations Associate will also respond to client inquiries, support onboarding processes, and help improve internal procedures to enhance efficiency and accuracy.
Qualifications
- Candidates should possess strong Operations skills, including process management, data accuracy, and workflow coordination.
- Candidates should possess excellent Interpersonal Skills and Customer Service abilities to interact effectively with clients and internal stakeholders.
- Candidates should possess solid Analytical Skills and Communication skills to interpret data, prepare reports, and convey information clearly.
- Relevant experience in financial services, wealth management, or investment operations is beneficial.
- Bachelor’s degree in finance, business, economics, or a related field is required.
- Proficiency with Microsoft Office (especially Excel) and familiarity with investment or portfolio management systems is an advantage.
- Demonstrated attention to detail, organizational skills, and the ability to work both independently and collaboratively.
Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Operations Associate in Santa Barbara, CA vacancy
$29 - $33.65 per hour
...marketing. Please see important information about the ranking criteria methodology here . Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and...SuggestedFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Santa Barbara, CAa month ago$33.76 - $51.48 per hour
...Simulation Operations Specialist Santa Barbara Cottage Hospital seeks a Simulation Operations Specialist for their Simulation department... ...perform this job proficiently. Education: ~ Preferred: Associate's or Bachelor's Degree in a medical or information technology...SuggestedHourly payFull timeWork experience placementShift work- Joah Brown, LLC in Santa Barbara is seeking an entry-level Office Administrator to support the production team and maintain office procedures. This full-time role involves organizing materials, coordinating shipments, managing supplies, and assisting with meetings and events...SuggestedFull timeWork at officeLocal area
- Azul Hospitality in Santa Barbara seeks a Sales Event Administrator to coordinate event logistics, manage client communications, and process bookings from inquiry through post-event follow-up. The role requires strong organization and IT skills to manage sales data and ...Suggested
- ...Job Description Supports the successful execution of all operations in the hotel operations departments (may include Front Office,... ...actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the...SuggestedHourly payLocal area
Marriott International Inc
Santa Barbara, CA16 hours ago $21.9 - $35.9 per hour
...Operations Manager We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftEarly shiftCVS Health
Santa Barbara, CA4 days ago$21.9 - $35.9 per hour
...CVS Health Operations ManagerWe're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold...Hourly payFull timeTemporary workLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftEarly shiftOak St. Health
Santa Barbara, CA16 hours ago$67k - $72k
...Operations ManagerWe are currently seeking an Operations Manager to become an integral part of our team! You will be responsible for multiple locations (Fresno & Santa Barbara). You will perform a variety of tasks including managing labor, daily productivity goals, quality...Odorzx
Santa Barbara, CA3 days ago$21.9 - $35.9 per hour
...Operations Manager We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves...Hourly payFull timeTemporary workPart timeFlexible hoursShift workNight shiftWeekend workDay shiftEarly shiftCVS Corporation
Santa Barbara, CA2 days ago$75k
...Operations Manager Are you a dynamic, organized leader who thrives in a fast-paced healthcare environment? Due to continued growth, NurseCore is seeking an experienced Operations Manager to lead our front office operations at our Santa Barbara location. Reporting...Full timeContract workWork at officeLocal areaNurseCore
Santa Barbara, CA26 days ago- ...unable to provide visa sponsorship or support visa transfers now or in the future. About the Role We’re looking for a Marketing Operations Manager to help build the operational foundation that enables our marketing team to scale. This is a hands‑on individual contributor...Full timeTemporary workSummer workSummer holidayWork at officeLocal areaRelocationFlexible hoursShift work
Artera 2
Santa Barbara, CA3 days ago $21.9 - $35.9 per hour
...of something bigger - helping to simplify health care one person, one family and one community at a time. Position Summary The Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better...Hourly payFull timeTemporary workLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftEarly shift- ...Retail Operations ManagerPetSmart does Anything for Pets – JOIN OUR TEAM!Our associates are the heart of Team PetSmart. Together, we're building the best team in retail through our values-based culture, connection, and teamwork. Our goal is to create a culture where associates...Hourly payMinimum wageFull timeLocal areaImmediate startHome officeWeekend workAfternoon shift
PetSmart
Santa Barbara, CA16 hours ago $65k - $80k
...salary ~ Employee discounts ~ Opportunity for advancement ~ Paid time off ~ Training & development Are you an EOS-minded operator stuck under a ceiling? Ready to be the second brain to a driven Visionary? We are a fast-growing, founder-led business in the...Remote workFLOORING GROUP INC
Santa Barbara, CAa month ago$103.9k - $161.04k
...Alternative Transportation Incentives Paid Time Off Ten (10) paid holidays per year Apply Now: Job Summary The Behavioral Health Operations Manager is responsible for planning, organizing, and managing the daily operations of the Behavioral Health (BH) Utilization...Full timeMonday to Friday$104k - $130k
...capabilities and limitations of SAST, DAST, SCA, and pen test tools.Proficiency in various operating systems (Linux, MacOS, Windows)Ability to assess security risks associated with vulnernabilities and prioritize them using existing frameworks like CVSS, accounting for...Full timeLocal areaImmediate startFlexible hoursAppFolio
Santa Barbara, CA2 days ago- U.S. Bank is seeking a Relationship Bankers to build trust-based client relationships by engaging customers face-to-face and identifying financial solutions aligned with their goals. The role includes opening accounts, processing transactions, and guiding clients through...
U.S. Bank
Santa Barbara, CA2 days ago $16.9 - $24.9 per hour
...maker, and planogram updates, including freight receival, stocking shelves, fronting and facing, cleaning, etc.Perform various daily operational tasks, i.e., prepare new, core, and warranty merchandise returns to be shipped to the distribution center, assist with monthly...Hourly payMinimum wageLocal areaFlexible hoursO'Reilly Auto Parts
Santa Barbara, CA16 hours ago$120k - $160k
Marketing Operations Manager We're looking for a Marketing Operations Manager to help build the operational foundation that enables our marketing team to scale. This is a hands-on individual contributor role for someone who enjoys building: systems, workflows, processes...- ...Job Description Job Description We are currently seeking an Operations Assistant Manager to become an integral part of our team! You will perform a variety of tasks including managing labor, daily productivity goals, quality control, and daily/weekly reports. You...Full timeWork at office
ODORZX INC.
Santa Barbara, CAa month ago $18.9 - $27.9 per hour
...Operations Supervisor We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves...Hourly payFull timeSeasonal workFlexible hoursShift workNight shiftWeekend workDay shiftEarly shiftCVS Corporation
Carpinteria, CA4 days ago- ...Supports the successful execution of all operations in the hotel operations departments (may include Front Office, Business Center, Recreation/ Health Club, Housekeeping, Food and Beverage/ Culinary and Engineering/ Maintenance) and managing staff. S Operations Manager...
Marriott Hotels & Resorts
Goleta, CA3 days ago - ...contact for assigned bookkeeping clients Team Oversight & Efficiency · Review work prepared by Bookkeeping Specialists and Associates for accuracy and completeness · Provide guidance, training, and feedback to lower-level bookkeeping staff · Support...
Bartlett, Pringle & Wolf, LLP
Santa Barbara, CA8 hours ago - ...-driven leader to oversee multiple locations and drive revenue growth through strategic sales initiatives, team development, and operational excellence. This role demands a passion for fitness, strong leadership, and a proven ability to exceed sales targets while ensuring...Work at officeLocal area
Gold's Gym
Santa Barbara, CA4 days ago - Kroger is seeking an Online Grocery Pick-Up Clerk to efficiently select and gather items for customers' online orders, ensuring freshness and accuracy in-store for pickup. You will handle payment processing, bagging, and loading orders into customers' cars while maintaining...
- Cottage Health in Santa Barbara, CA seeks a Patient Registration Representative for the PDL PSC Sansum Ridley Tree Cancer Center. You will handle front and back-office duties, perform data entry, and ensure accurate insurance coding while maintaining HIPAA standards. The...
$53.96k - $71.61k
Welcome to Our World We’ve been leading the charge in the affiliate industry from day one—establishing performance marketing and paving the way for future innovations. We're known for maintaining one of the largest, most reliable partnership platforms with impeccable, personalized...Temporary workWork experience placementFreelanceWork at officeFlexible hours3 days per week$70.4k - $92k
Salary: $70400.00 - $92000.00/Yr Job type: Full Time Resume required: Yes Posted date: 2026-09-28 Full job description: Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership...Full timeFor contractorsWork at officeLocal areaFlexible hours$32 - $35 per hour
...Culture Specialist serves a human resources generalist, supports HR operations, and the employee lifecycle by enhancing talent acquisition,... ...EDUCATION AND EXPERIENCE Required Education ~ Associate degree required; Bachelor's degree preferred or Equivalent combination...Hourly payFull timeContract workWork at officeLocal areaVisa sponsorshipWork visaWeekend workAfternoon shiftEarly shiftSanta Barbara Zoo
Santa Barbara, CA15 days ago$24 - $50 per hour
Dudek is looking for early-career to mid-level professionals to conduct biological surveys in various project sites across California. The role involves collaborating with teams on field studies, including habitat assessments and aquatic resource delineations. Candidates...Hourly payDudek
Santa Barbara, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Associate. Be the first to apply!
Related searches
- dental operations Santa Barbara, CA
- special operations Santa Barbara, CA
- revenue operations Santa Barbara, CA
- fund operations Santa Barbara, CA
- clinical operations Santa Barbara, CA
- finance operations Santa Barbara, CA
- hybrid operations Santa Barbara, CA
- lab operations Santa Barbara, CA
- distributed mission operations Santa Barbara, CA
- hr operations Santa Barbara, CA