Operations Manager in Simi Valley

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Job DescriptionJob DescriptionLocation: Simi Valley, CA (In-office)

Company Type: Small, family-owned financial services firm
We are a growing, family-owned financial services company looking for an experienced Operations Manager to oversee day-to-day operations and client service support. This role is central to our business and ideal for someone who thrives in a detail-oriented environment, values long-term client relationships, and enjoys wearing multiple hats.

Key Responsibilities

• Process and manage payroll
• Assist with opening and maintaining investment accounts for new and existing clients
• Handle client billing and invoicing
• Perform light bookkeeping and financial record-keeping
• Coordinate meetings, schedules, and client communications
• Work closely with our in-house CPA to support tax filings and client documentation
• Manage and maintain our CRM system and client portfolio management platforms
• Oversee client relationship services, ensuring accuracy, responsiveness, and follow-through
• Support overall operational efficiency and internal workflows

Qualifications

• Prior operations experience required, preferably in financial services, wealth management, accounting, or a related professional services field
• Strong understanding of financial processes, client accounts, and confidentiality
• Comfortable working with CRMs, portfolio management systems, and financial software
• Highly organized, detail-oriented, and reliable
• Ability to prioritize multiple projects and adjust workload accordingly; time management is critical
• Professional communication skills with a client-first mindset
• Ability to work independently while collaborating with advisors and CPA staff
• Ability to maintain a high level of confidentiality around client data

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.