Administrative Operations Specialist

Brighton Jones•Scottsdale, AZ

22h•Onsite

About The Position

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!

Requirements

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

Responsibilities

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

Benefits

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
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
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
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
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