Administrative Operations Specialist

Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.   We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.    We are looking for a talented Central Operations Associate to join our regional operations team and provide immediate positive service impact for our Client Service teams and clients. The ideal candidate is passionate about helping others, thrives in a fast-paced environment, and loves to learn and be challenged.    As a critical member of the Client Service Operations team, you directly impact the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, service obsessed environment utilizing your exceptional organization, communication and problem-solving skills. This role will support our Client Service teams across the country and be instrumental in onboarding and servicing clients.     Take our Values in Action Self-Assessment to see how our values align!

Your Role

Prepare and process all documentation related to client onboarding, ad-hoc maintenance requests, and asset transfers

Act as a primary point of contact for Client Service teams around all operational and tactical service matters

Follow processes and workflows in CRM for all client service-related issues and partner with Operations Manager to drive and enhance processes

Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current

Execute account maintenance tasks such as, account terminations, and other special requests as directed

Handle money movement requests including distributions, journals, trades, and asset transfers

Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account needs

Monitors daily custodial alerts including service changes, new account opening, money movement, trading, etc.

Partner with Operations Manager and internal teams to document, review, and update firm policies and procedures

Participate in team meetings and collaborate with operations leadership team on ad hoc projects and/or initiatives designed to streamline firm policies and procedures around client and team support

Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion

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 

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:

• This role includes a competitive base salary along with variable pay.

 

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 i