Brighton Jones
Administrative Operations Specialist
Scottsdale, AZ · Full-time
No sponsorshipDetected 30 days ago
SalesforceCRMAccountingExcelResearchLeadershipCommunicationCollaborationTime ManagementMentoringOrganizational SkillsMicrosoft Office
About the role
- 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.
Responsibilities
- 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.
- 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.
- Takes pride in providing exceptional support and consistency to clients and the team
- Richer Life Business Partner (coaching for all employees)
- Quarterly team-building events
Requirements
- Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment
- Must be detail oriented with a high degree of accuracy
- proficiency in Microsoft Office products (Word, Excel, Windows) required
Nice to have
- Prepare and process client onboarding, account implementation, and maintenance documentation with accuracy and care.
- 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.
- 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
Skills
- Excellent interpersonal and verbal/written skills
- Excellent organization, prioritization, and time management skills
Compensation
- Pay: Competitive hourly rate.
- 401(k) with 100% match up to 3% of annual compensation
- New Business Incentive Program
- Annual professional & personal wellbeing stipend
Benefits
- We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader.
- Ownership & Financial Wellbeing
- Fully paid medical, dental, and vision coverage for employees
- Equity ownership opportunities for every employee
- Generous employee referral bonus
- Cell phone data reimbursement
- Minimum 3 weeks PTO starting Day 1
- Unlimited Volunteer Time Off plus company grant matching
- 100% reimbursement for required training, certifications, licensing, and dues
Company info
- 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.
- At Brighton Jones, we're not just looking for high performers-we're seeking outstanding collaborators who overachieve on curiosity and compassion.
- Our mission goes beyond managing investments.
Equal opportunity
- 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.
Visa & Work Authorization
- 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.
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This listing is sourced directly from Brighton Jones's careers page and normalized into a canonical job model.