Administrative Operations Specialist en Brighton Jones
Brighton Jones · Scottsdale, Estados Unidos De América · On-site
- Oficina en Scottsdale
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 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, implementation, and account confirmation
- 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 capital calls, distributions, journals, trades, and asset transfers
- Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account and data discrepancies
- Monitors daily custodial alerts including service changes, new account opening, money movement, trading, etc.
- Partner with CS 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. 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 exempt position. We are a work from office culture with lots of flexibility.
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.
Solicitar ahora
