Operations Manager- Financial Services

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

Job summary

An innovative firm is seeking a detail-oriented Operations Manager to oversee administrative functions in a dynamic remote environment. This role requires a proactive individual with a strong understanding of compliance and operational best practices. You'll manage day-to-day operations, ensuring efficient workflows and collaborating closely with management. The ideal candidate thrives in a fast-paced setting and is committed to professionalism and delivering results. Join a forward-thinking company that values collaboration and offers a comprehensive benefits package, including flexible PTO and medical coverage options.

Benefits

Flexible PTO

Holiday Pay

Medical Coverage

Dental Coverage

Vision Plan

Healthcare FSA

Healthcare HSA

Basic Term Life Insurance

Dependent Care Spending Account

Qualifications

• 3+ years in office/operations management within financial services.
• Strong understanding of compliance in fast-paced environments.

Responsibilities

• Oversee daily operations and manage corporate records.
• Collaborate with HR on recruiting and employee engagement.

Skills

Office Management

Compliance Knowledge

Analytical Skills

Microsoft Office Suite

Salesforce

Quickbooks

Problem-Solving

Communication Skills

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office Suite

Quickbooks

Monday.com

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

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

About Us

Bainbridge is a leading financial services firm, serving the top private equity funds and corporations. 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 office operations enabling Managing Principals to focus on practice and business development.
• Ensure efficient work flows, collaborating closely with management to evaluate, develop and maintain efficient processes and systems.
• Manage and organize corporate records, ensuring timely submission of required legal documents.
• Manage and coordinate external vendor communication including: bookkeeping, accounting, legal, IT, HR, and corporate governance.
• Collaborate with Human Resources on matters of recruiting, communications, onboarding/off-boarding and employee engagement.
• Analyze and resolve company and employee matters varying in complexity.
• Support the planning and organization of company travel and marketing 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/or related technologies.
• Proficient in Quickbooks.
• Able to interpret AP/AR and work with budgets.
• Excellent verbal, written and listening skills.
• Excellent problem-solving skills and process implementation.
• Experience providing training and supervision to staff.
• Proactive and accountable when taking on assignments and projects.
• Ability to handle sensitive and confidential information with tact and discretion.
• Enjoys a fast-paced, dynamic work environment with customer service focus.
• Able to work collaboratively as well as independently in 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 team members.

• 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 children and elderly dependents with pretax spending dollars
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Business Consulting and Services

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