Administrative Assistant - Denver

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.

Compensation:

• Pay: $55,000 - 65,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.

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 ano