Operations Manager- Financial Services

Bainbridge, Inc.; United States; Remote; USD 75,000 - 80,000; Full time

Job summary

An innovative firm is seeking a detail-oriented Operations Manager to oversee daily administrative and operational functions. This role is essential in ensuring compliance and best practices within a fast-paced, dynamic work environment. The ideal candidate will thrive in a people-driven setting, taking ownership of multiple responsibilities while collaborating effectively across departments. With a focus on professionalism and results, this position offers the opportunity to contribute significantly to the company's growth in investment banking and fintech. If you are proactive and analytical, this role is perfect for you.

Benefits

Flexible PTO

Medical Coverage

Dental Coverage

Vision Plan

Healthcare FSA

HSA

Basic Term Life

Dependent Care Spending Account

Qualifications

• 3+ years of experience in office/operations management.
• Strong understanding of compliance in financial services.

Responsibilities

• Manage day-to-day virtual office operations.
• Ensure efficient workflows and collaborate with management.

Skills

Operations Management

Compliance Understanding

Analytical Skills

Problem-Solving

Customer Service Focus

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Salesforce

Monday.com

Quickbooks

Job description

Operations Manager: Bainbridge

Job Type:Full-Time/ Exempt

Position Location: Remote digital office (work from home), must be U.S. based and able to work during Pacific-Time business hours.

Salary scale: $75,000.00- $80,000.00per year + discretionary bonus based on individual and company performance.

How to Apply:Interested candidates should submit a PDF version of theirresume and a brief letter of interest.

About Us

Bainbridge is a leading financial services firm, serving the top private equity funds andcorporations. We have completed over $5 billion in small- to mid-cap acquisitions for PE funds and corporations in all market sectors including: technology, healthcare, automation, global supply chain, machine learning and energy. We are an innovative firm experiencing exciting growth into investment banking and fintech, and seek collaborative and proactive professionals to join our team.

Position Summary:

We are seeking a detail-oriented Operations Manager to oversee daily administrative and operational functions. This role requires a strong understanding of compliance and best practices. The ideal candidate is a turnkey operations professional with a proactive and analytical approach. You work well in a people-driven environment and are capable of taking ownership of multiple responsibilities across departments. You thrive in a fast-paced setting and are committed to professionalism, collaboration, and delivering results.

Responsibilities:

• Manage day-to-day virtual officeoperations enabling Managing Principals to focus on practice and business development.
• Ensure efficient work flows, collaborating closely with management to evaluate, developand maintainefficient processes and systems.
• Manage and organize corporate records, ensuring timelysubmission of required legal documents.
• Manage and coordinate external vendor communicationincluding: bookkeeping, accounting, legal, IT, HR, and corporate governance.
• Collaborate with Human Resources on matters ofrecruiting, communications, onboarding/off-boardingand employee engagement.
• Analyze and resolvecompany and employee matters varying in complexity.
• Support the planning and organization ofcompany travel andmarketing and team events.
• Demonstrate active participation in team assignments, business development, and self-development opportunities.
• Support all firm policies and procedures.

Qualifications:

• Bachelor's degree required. Background in paralegal or accounting a plus.
• 3+ years of experience in office/ operations management, preferably within an investment banking, private equity, or financial services environment.
• Strong understanding of the fast-paced, high compliance nature of financial firms.
• Advanced knowledge of Microsoft Office Suite, Salesforce, MS Teams,Monday.com,and/orrelated technologies.
• Proficient in Quickbooks.
• Able to interpret AP/ARand work with budgets.
• Excellentverbal,written and listening skills.
• Excellent problem-solving skills and process implementation.
• Experienceproviding training andsupervision to staff.
• Proactive andaccountable when taking onassignments and projects.
• Ability to handle sensitive and confidentialinformation with tact and discretion.
• Enjoys a fast-paced, dynamic work environment withcustomer service focus.
• Able to work collaboratively as well as independentlyin a remote environment.
• Professional and cordial demeanor.

Benefits:

We know it is our people that make the difference and we are proud to provide a comprehensive benefits package to all of our full-time teammembers.

• Remote (work from home)
• Flexible PTO (after 90-day orientation period and request approval)
• Holiday pay
• Medical Coverage Selection:Kaiser, (CA) & Aetna (HMO, POS)
• Dental Coverage: MetLife Dental (PPO) & Aetna Dental (DMO): personal coverage and additional child plus orthodontia
• Vision Plan: Aetna Vision & Aetna Vison+: Comprehensive Vision coverage including exams, lenses and frames allowance, contact lenses.
• Healthcare FSA: Allows employees to pay for up to $2,750 per year in medical, pharmacy, dental, vision and other healthcare related expenses with pre-tax dollars using provided debit card
• Healthcare savings account HSA. This is different than a flexible spending account, it is a long-term savings account that provides an ongoing resource that you can tap into year after year for healthcare costs and can be built up incrementally.
• Basic Term Life: Coverage equal to one times annual earning for all full time employees
• Basic Personal Accident Insurance (PAI):Coverage equal to one times annual earnings for all full-time employees.
• Dependent care pre-tax spending account. Covers childrenand elderly dependents with pretax spending dollars

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