Administrative Operations Specialist

@ Brighton Jones

Administrative Operations Specialist

Posted 4 weeks ago

About the job

Brighton Jones is a top RIA focused on Wealth Alignment, helping clients live purposeful lives. The company values growth, compassion, collaboration, and community, offering a vibrant, award-winning culture and professional development opportunities.

Requirements

2+ years in financial services
Strong organization and communication
Proficient in Microsoft Office
Knowledge of CRM systems
Attention to detail

Qualifications

Bachelor's degree preferred
Excellent interpersonal skills
Ability to work in fast-paced environment
High accuracy and reliability

Full job description

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.

At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.

Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.

We are seeking a highly organized, detail-oriented, and service-minded Administrative Operations Specialist to join our Central Administrative Operations team. This person will provide accurate, responsive, and dependable support to our Client Service teams and clients across the country.

As an important member of a collaborative and client-focused team, you will help create a consistent, positive experience for both clients and teammates. This role is best suited for someone who is comfortable working in a fast-paced, high-volume environment, can manage multiple detailed tasks without sacrificing accuracy, and takes pride in reliable follow-through. The work is structured and process-driven, with recurring tasks or routine at times, so success requires focus, consistency, and comfort with elements of repetition.

The ideal candidate enjoys learning complex systems, workflows, and operational requirements and is motivated to build deep expertise over time. You will follow established processes while also identifying thoughtful opportunities to improve efficiency, reduce errors, and make the experience better for clients and teammates. Strong organization, attention to detail, clear communication, sound judgment, and a genuine commitment to helping others are essential for success in this role.

Take our Values in Action Self-Assessmentto see how our values align!

Your Role

Prepare and process client onboarding, account implementation, and maintenance documentation with accuracy and care.
Serve as a trusted operational partner to Client Service teams, providing timely support on account activity, service needs, and process questions.
Manage a high volume of detailed and recurring tasks in a fast-paced environment while maintaining organization, accuracy, and follow-through.
Gather, enter, and maintain client information in Salesforce, protecting the accuracy and integrity of client records.
Learn and navigate complex systems, custodial platforms, workflows, and operational requirements.
Process money movement and investment-related requests, including capital calls, distributions, journals, trades, and asset transfers.
Monitor custodial alerts and research account, system, or data discrepancies, communicating progress and escalating issues when needed.
Follow established policies and workflows while identifying thoughtful opportunities to improve efficiency, reduce errors, and strengthen the experience for clients and teammates.
Partner with the Client Service Operations leadership and internal teams to document and update procedures and support process-improvement initiatives.
Respond to requests promptly, track work through completion, and proactively follow up to ensure clients and teammates receive dependable support.

Your Experience

Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank
Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred. High school diploma, completed GED, or equivalent required.
Excellent interpersonal and verbal/written skills
Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment
Excellent organization, prioritization, and time management skills
Must be detail oriented with a high degree of accuracy
Takes pride in providing exceptional support and consistency to clients and the team
Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required
Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred
Expected to learn other position-related systems on the job
This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm Scottsdale time. We are a work from office culture with lots of flexibility.

Compensation:

Pay: Competitive hourly rate.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

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.

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