Overview
Administrative Operations Coordinator Jobs in San Francisco Bay Area at Monument Staffing
Title: Administrative Operations Coordinator
Company: Monument Staffing
Location: San Francisco Bay Area
Administrative Operations Coordinator
San Francisco Bay Area, CA | Hybrid
My client, a growing investment management firm in the San Francisco Bay Area, is seeking an Administrative Operations Coordinator to support a collaborative corporate team responsible for business development, administrative duties, relationship management, and strategic initiatives.
This is an outstanding opportunity for an organized, detail-oriented professional who enjoys balancing operational support, CRM management, project coordination, and event planning. The team is open to someone early in their career who is eager to learn, enjoys technology, and wants to grow within a high-performing organization!
Responsibilities
- Coordinate complex calendars, meetings, and domestic travel arrangements for multiple team members
- Maintain CRM data, ensuring records remain organized, accurate, and up to date
- Generate reports, track business development activity, and assist with pipeline reporting
- Coordinate agreements and supporting documentation while partnering with internal stakeholders to ensure timely execution
- Assist with vendor communications, invoice tracking, expense reporting, and budget administration
- Support marketing initiatives by coordinating presentation materials, company collateral, and digital content updates
- Help organize corporate events, industry conferences, and networking opportunities throughout the year
- Serve as a liaison between internal teams and external business partners to ensure projects move forward efficiently
- Assist with process improvements by leveraging technology and AI tools to streamline administrative workflows
- Support special projects and cross-functional initiatives as the team continues to grow
Qualifications
- Bachelor's degree required
- Previous administrative, operations, project coordination, or business support experience preferred (internships welcome)
- Strong organizational skills with exceptional attention to detail
- Comfortable managing multiple priorities in a deadline-driven environment
- Proficiency with Microsoft Office; CRM experience such as Salesforce is a plus
- Interest in emerging technology and AI tools to improve efficiency
- Excellent written and verbal communication skills
- Positive, proactive attitude with a willingness to jump in wherever needed
- Team-oriented while also able to work independently and take ownership of projects
Why Apply?
- Join a collaborative and growing investment management firm with excellent long-term career potential
- Work alongside an approachable leadership team that values mentorship and professional development
- Opportunity to build experience across operations, business development, marketing, and strategic initiatives
- Competitive compensation, annual bonus potential, comprehensive benefits, generous retirement contributions, and flexible paid time off
This search is being conducted by Monument Staffing on behalf of our client.
