Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration? Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards - including Seattle Business Magazine's Best Companies to Work for 15 years in a row - to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life. Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we're now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a How can I help? attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor. Take our Values in Action Self-Assessment to see how our values align! Your Role - Office Coordination:
- Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
- Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
- Assist with event coordination and support new hire setups.
Your Role - Client Service Support:
- Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
- Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
- Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
- Handle basic financial requests such as capital calls, distributions, and asset transfers.
- Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
- Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.
Your Role - Executive Assistance:
- Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
- Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
- Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
- Track and communicate key metrics and follow up on team requests to ensure timely completion.
Your Experience:
- 1 - 3 years of experience in an administrative role, experience in the financial services industry is preferred.
- Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
- Self-motivated and takes pride in providing exceptional support to clients and the team
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
- Expected to learn other position-related systems on the job
- This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Our Company Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community. We are a team founded on equity and respect, and we're on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you've been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you're excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
What to expect in the hiring process 1. Values in Action Self-Assessment - at Brighton Jones we don't just talk about our values, we live by them! We've operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - you'll meet the team in two, back-to-back interviews with team members you're likely to work with. During these conversations, we'll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What's Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we'll let you know our decision as quickly as we can. If this role isn't a good fit, we invite you to stay connected and apply again.