Office Manager
$20 - $28 per hourExpress Employment Professionals Defunct
Job Full Description Pay: $20.00 - $28.00 per hour
Job description: Team Leader - Financial Services Operations
Industry: Financial Services / RIA Operations
Our client's firm is seeking a proactive and highly organized Team Leader to oversee daily operational execution and support the continued growth of our financial planning practice. This role is the central hub for task delegation, workflow oversight, and cross-team communication-ensuring work is completed accurately, efficiently, and in alignment with firm standards.
The Team Leader works closely with the Director of Operations to drive company-wide initiatives, streamline processes, and strengthen communication between leadership and staff. This is an excellent opportunity for someone with financial services operations experience who thrives in a fast-paced, collaborative environment and enjoys coaching others toward success.
Key ResponsibilitiesTeam Leadership & Coaching
Visalia, CA
2433
4002 South Demaree
Visalia, CA 93277
Job description: Team Leader - Financial Services Operations
- Location: Visalia, CA
Industry: Financial Services / RIA Operations
- Pay: $20-$28 | Monday thru Friday, 8am to 5pm.
Our client's firm is seeking a proactive and highly organized Team Leader to oversee daily operational execution and support the continued growth of our financial planning practice. This role is the central hub for task delegation, workflow oversight, and cross-team communication-ensuring work is completed accurately, efficiently, and in alignment with firm standards.
The Team Leader works closely with the Director of Operations to drive company-wide initiatives, streamline processes, and strengthen communication between leadership and staff. This is an excellent opportunity for someone with financial services operations experience who thrives in a fast-paced, collaborative environment and enjoys coaching others toward success.
Key ResponsibilitiesTeam Leadership & Coaching
- Provide daily support, guidance, and problem-solving assistance to team members.
- Foster a positive, accountable, and collaborative team culture.
- Offer ongoing feedback to help staff grow and perform at their best.
- Oversee task delegation across multiple teams to ensure timely and accurate completion.
- Maintain smooth daily office operations and uphold firm workflow standards.
- Monitor employee schedules, time-off requests, and coverage needs.
- Ensure office readiness, productivity, and adequate supply inventory.
- Partner with the Director of Operations to implement new processes, policies, and firm-wide initiatives.
- Serve as a liaison between leadership and staff, ensuring clear communication and alignment.
- Track workflow efficiency, team capacity, and operational metrics.
- Recommend workload balancing, staffing needs, and process enhancements.
- Reinforce adoption of new procedures and support change management efforts.
- 1+ year of management or team lead experience
- 3+ years of financial services, brokerage, or RIA operations experience
- Strong understanding of financial planning workflows and operational best practices
- Experience with Redtail CRM preferred
- Excellent communication, organization, and problem-solving skills
- Ability to lead with professionalism, accountability, and a service-oriented mindset
Visalia, CA
2433
4002 South Demaree
Visalia, CA 93277
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Office Manager in Visalia, CA vacancy
- ...strong reputation, and business acquisitions. Job description Office Team Member/Receptionist Job requirements: Work with... ...area by complying with procedures, rules, and regulations. Manage both digital scanning and hard copy filing systems. General office...SuggestedWork at office
Phoenix Fire Protection
Visalia, CA24 days ago - ...Coordinator, you’ll play a key role in ensuring the smooth day-to-day operations of our business. Your responsibilities will include: Managing administrative tasks to keep the business running efficiently. Coordinating operational processes to support our team and maintain...SuggestedLocal area
The Planing Mill LLC
Visalia, CA3 days ago $19.59 - $29.39 per hour
...Shift (United States of America) Department 8770 Lifestyle Fitness Center To perform the essential functions of the business office and provide support to the Business Coordinator. QUALIFICATIONS Education Preferred: High school diploma and some college...SuggestedWork at officeShift workKaweah Health
Visalia, CA3 days ago$17 per hour
...Description Hire Up Staffing is currently searching for an Office Assistant for our client in Visalia . This position requires... ...helping you! Career Expert Yuliya Kulchitskiy Account Manager Yuliya is a Strategic Staffing Partner, Recruitment...SuggestedHourly payFull timePart timeCasual workWork at officeMonday to FridayHire Up Staffing Services
Visalia, CA5 days ago$28 - $36 per hour
...About the job Office Administration Work - Support Assistant Office Administration Work - Support Assistant - Remote Pay... ...approach to recurring tasks Ability to work independently and manage time effectively Ability to maintain a suitable home environment...SuggestedHourly payFull timePart timeWork at officeRemote workWork from homeHRS Talent Solutions
Visalia, CA21 hours ago$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE...Local areaSlice Merchant Services
Visalia, CA4 days ago$19.5 - $20.5 per hour
...Customer Accounts Manager The salary range for this role is $19.50 to $20.50 per hour.* This position is also eligible for incentive pay based on performance. Aaron's Customer Account Managers drive the success of our stores by leading the customer accounts department...Hourly payShift workAaron's
Visalia, CA4 days ago$20 per hour
...Operations Manager Valley Fitness Corporate in Fresno, CA, is seeking an Operations Manager to join our team. With a competitive hourly... ...and team management skills. ~ Proficient in Microsoft Office suite. ~ Ability to work nights and weekends. ~ Experience...Hourly payWork at officeNight shiftWeekend workValley Fitness, Corporate
Visalia, CA5 days ago$135k - $182.7k
...Description Our Sr. Operations Managers responsible for all budgetary, people development and operations objectives. The Sr. Operations Managers is responsible for all aspects of operation or functions at the site. Additional responsibilities include managing and leading...Local areaAll shiftsFlexible hoursAmazon
Visalia, CA4 days ago$20 per hour
...Valley Fitness Corporate in Fresno, CA, is seeking an Operations Manager to join our team. With a competitive hourly salary of $20, you... ...and team management skills. • Proficient in Microsoft Office suite. • Ability to work nights and weekends. • Experience in the...Hourly payWork at officeNight shiftWeekend workValley Fitness - Visalia
Visalia, CA2 days ago$91.59k
...Job Description Primary Accountability The Accounting Manager is responsible for overseeing the daily operations of the Accounting... ...in accounting, finance, purchasing, or other business office-related functions. # Have a minimum credit score of 650....Contract workWork at officeShift workFamily HealthCare Network
Visalia, CA2 days ago$3,000 per month
...data entry clerks and typists, customer service reps or drivers. Unleash your skillset within an accommodating role that can be managed from any location! Are you searching for a new way to make money? Look no further – we are seeking individuals now who can work remotely...Full timeTemporary workPart timeImmediate startRemote workWork from homeFlexible hoursFocusGroupPanel
Visalia, CA2 days ago$90k - $120k
...Accounting Manager Primary Responsibilities The Accounting Manager will review and complete analysis and reconciliation of the... ...experience is preferred. ~ Proficient in Microsoft Office applications, specifically Microsoft Excel ~ Excellent communication...Work at officeLocal areaRemote workPrideStaff Financial
Visalia, CA5 days ago$24 - $30 per hour
...monitor payroll with help of Human Resources See to time clock management Attend weekly staff meeting communicating directly with... ...experience required ~ Attention to detail required ~ Solid standard office computer knowledge (Excel) required ~ Prior knowledge of...Hourly payFull timeWork at officeWyndham Visalia
Visalia, CA4 days ago$35 per hour
Thank you for checking us out! Work From Home Data Entry Research Panelist Jobs - Part Time, Full Time This is a remote work from home position perfect for those with any type of work background such as administrative assistant, data entry clerk, typing, customer service...Full timeTemporary workPart timeSecond jobImmediate startRemote workWork from homeFocusGroupPanel
Visalia, CA3 days ago$17 - $20 per hour
...a must Event planning skills Event calendar maintenance Website maintenance Email Marketing copy Proficient in MS Office Execute weekly planning meetings Maintain prize closet inventory and fulfillment Involves nights and weekend work. Not an...Hourly payRemote workNight shiftWeekend workMOMENTUM BROADCASTING LP
Visalia, CA1 day ago$17.25 - $22 per hour
Key Holder Part-time Department: Store Operations Company Description Average total pay: $17.25 - $22.00+ an hour (hourly base pay + uncapped tiered commission structure, based on meeting your sales goal) Comoto Holdings is America's largest and fastest-...Hourly payFull timePart timeImmediate startShift workComoto
Visalia, CA2 days ago- ...seeking a pharmacist to oversee and direct pharmacy operations while also participating in pharmacist duties. The ideal candidate will manage daily performance as the pharmacist-in-charge. The position offers a comprehensive benefits package including paid time off, health...
Elijahhouseliving
Visalia, CA3 days ago - NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1 million people and is hiring nationwide. There is NO experience required, ...Full time
$19.25 - $23.25 per hour
...Sales Manager (Part Time)If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.Love what you do. Carter's Careers. As a Part Time Sales Manager, you will be the first face of the brand for...Hourly payPart timeLocal areaNight shiftDay shiftCarter
Visalia, CA5 days ago$19.25 - $23.25 per hour
...As a Part‑Time Sales Manager, you will be the first face of the brand for growing families. You’ll greet new parents and grandparents, introduce them to our baby essentials, and help them prepare for early school days and other parenting milestones. What You’ll Do Become...Hourly payPart timeLocal areaNight shiftCarter's
Visalia, CA2 days ago$20 - $30 per hour
...Valley Fitness in Visalia, CA is currently in search of a Sales Manager to join our team. We are committed to assisting individuals in reaching their fitness objectives and fostering healthier lifestyles. As a Sales Manager, you will have a pivotal role in boosting membership...Hourly payLocal areaValley Fitness - Visalia
Visalia, CA1 day ago$18 - $22 per hour
Job Title Job Description Requirements and Qualifications ~ High School diploma or equivalent ~1-2 years' administrative experience ~ Self-motivated with ability to multi-task ~ Strong communication and interpersonal skills ~ Must be proficient in Excel...PrideStaff Financial
Visalia, CA5 days ago- ...Job Title : Surface Warfare Officer Category / Component : Officer • Both Overview Surface Warfare Officers lead at sea by managing ship operations, combat systems, navigation, and warfare tactics to ensure mission readiness across the Fleet on destroyers, cruisers, amphibious...ApprenticeshipWork at officeWorldwide
US Navy
Visalia, CA3 days ago $15 - $22 per hour
Burger King is seeking Shift Supervisors / Assistant Managers to oversee daily restaurant operations, supervise employees, and ensure customer service and food quality standards are met. Shift Supervisors and Assistant Managers are responsible for supervising crew members...Hourly payFull timeShift workBurger King
Visalia, CA2 days ago$20 - $22 per hour
...Right at Home Central Valley Location: Visalia, CA Schedule: Full-Time Pay Range: $20$22 per hour Reports To: Office Manager Benefits: 401(k), growth opportunities, team events, supportive work culture About Right at Home Central Valley Right...Hourly payFull timeWork at officeShift workRight at Home Visalia
Visalia, CA11 days ago$22.48 - $33.72 per hour
Kaweah Health in Visalia is seeking a dedicated HR professional to provide excellent customer service and support HR operations. Key responsibilities include maintaining employee records, monitoring compliance, and processing HR-related transactions. The successful candidate...Hourly payKaweah Health
Visalia, CA4 days ago- ...provide the tools and resources for your growth. Your success is important to us, and we're here for you! As a Taco Bell Assistant Manager, you will play a crucial role in providing an amazing customer experience. The Assistant Manager will set the tone for the Taco...Local areaFlexible hoursShift work
Cotti Foods Corporation Defunct
Visalia, CA4 days ago - ...Human Resources is as strategic business partner to the Plant Manager, focusing on people strategies for both short- and long-range plans... ...computer screen or other electronic devices. Use of various office hand and electrical tools or equipment. KEY COMPETENCIES Integrity...Temporary workWork experience placementWork at officeLocal areaNight shiftWeekend workEarly shift
Graphic Packaging International
Visalia, CA21 hours ago $110k - $125k
...Area. The role supports a broad multi‑state employee population and serves as a key advisor to business leaders across the region, managing a client group of 400+ employees. Key responsibilities include: Serving as the trusted advisor to production and lab leaders...Remote workFlexible hoursMerieux NutriSciences
Visalia, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Office Manager. Be the first to apply!
