Job Description
Position: Office Manager
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Location: San Diego, CA
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Pay: $30-35/hr
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Employment Type: Contract, 1+ month
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Industry: Financial Services
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Benefits: This position is eligible for medical, dental, vision, and 401(k).
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About the Role
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We are seeking a detail-oriented and organized Office Manager to support client onboarding activities and day-to-day office operations within a professional financial services environment.
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This role is ideal for someone who enjoys working in a fast-paced setting, managing documentation, coordinating administrative tasks, and providing a welcoming experience for clients and visitors.
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Responsibilities
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- Support client onboarding processes by preparing, processing, and coordinating account agreements, contracts, forms, and related documentation through electronic signature platforms
- Monitor onboarding activities and maintain accurate documentation, following up on outstanding items to ensure timely completion
- Maintain and update client records and account information within Salesforce
- Track workflows and assist with administrative coordination throughout the client onboarding process
- Handle confidential and sensitive client information with professionalism and discretion
- Provide general administrative and office support, including answering phones, sorting and distributing mail, restocking office and break room supplies, and preparing conference rooms
- Welcome clients, guests, and visitors and help maintain a professional and organized office environment
- Assist with additional operational and administrative tasks as needed
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Qualifications
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- 1+ year of administrative, client service, operations, or office support experience preferred
- Strong attention to detail and organizational skills
- Excellent written and verbal communication abilities
- Comfortable handling confidential information
- Proficiency with Microsoft Office and familiarity with CRM systems; Salesforce experience is a plus
- Ability to manage multiple priorities and meet deadlines in a professional, fast-paced environment
- Strong follow-up skills and a proactive approach to completing tasks
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Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.