Family Office - Senior Client Administrator

Brighton Jones•Seattle, WA

4d•Onsite

About The Position

Brighton Jones is hiring a Senior Client Administrator for its Family Office Client Service team. The role partners closely with Lead Advisors and other client-team members to provide high-touch service to strategic and complex high-net-worth and ultra-high-net-worth families. It involves client-facing administrative and operational support, independent judgment, discretion, and careful handling of confidential financial, legal, and personal information. The Senior Client Administrator supports Family Office and Multi-Family Office relationships across onboarding, implementation, ongoing maintenance, complex transactions, client communications, meeting preparation, and follow-up. The role also helps oversee service quality, identify process improvements, review higher-risk administrative work, and mentor and train other Client Service Administrators. This is an in-office, full-time, exempt position in a work-from-office culture that offers flexibility.

Requirements

At least 4 years of experience in financial services, professional services, family office, multi-family office, wealth management, or another complex client-service environment.
Demonstrated experience directly supporting clients and managing complex administrative or operational responsibilities.
Exceptional judgment and discretion when handling confidential and sensitive client information.
Strong professional presence and communication skills for engaging with clients, advisors, family members, and external partners.
Ownership and accountability, including the ability to drive work independently from request through completion.
Strong critical-thinking and problem-solving skills, including evaluating complex situations, identifying risks, and recommending solutions.
Exceptional organization and attention to detail while managing multiple clients, deadlines, and competing priorities.
Proactive, anticipatory approach to client service.
Collaborative, team-oriented approach and willingness to coach, train, and support others.
Self-motivation and commitment to providing exceptional support to clients and teammates.
Proficiency in Microsoft Office Suite.
Ability and willingness to learn additional position-related systems and tools.

Nice To Haves

Experience supporting high-net-worth or ultra-high-net-worth individuals and families.
Experience reviewing others' work, training teammates, or serving as an informal team resource.
Undergraduate degree desired; Business, Economics, Finance, Accounting, or a related field preferred.
Salesforce experience.

Responsibilities

Partner with Lead Advisors and client teams to support the evolving needs of high-net-worth and ultra-high-net-worth families.
Provide administrative and operational oversight for strategic and complex Family Office and Multi-Family Office relationships.
Act as a primary contact for clients, family members, custodians, and external partners regarding operational and tactical service matters.
Attend client meetings as appropriate, identify needs and decisions, record follow-up actions, and drive timely execution.
Anticipate client and advisor needs, assess requests, recommend actions, and resolve issues independently within the scope of the role.
Coordinate internal and external partners to move client priorities forward accurately and seamlessly.
Handle sensitive family, financial, legal, and personal information with discretion and sound judgment.
Lead administrative execution for client onboarding, implementation, ongoing maintenance, and complex family needs.
Prepare, review, and process documentation for account openings, asset movement, client maintenance, and other operational activities.
Manage money movement requests, including capital calls, distributions, journals, trades, wires, and transfers, while ensuring accuracy and adherence to processes.
Gather, organize, analyze, and maintain client data in Salesforce and other firm systems.
Manage complex calendaring, client meeting coordination, and related logistics.
Prepare client meeting materials, capture decisions and action items, and ensure follow-up is completed accurately and on time.
Respond to client, advisor, and team requests with responsiveness, ownership, and follow-through.
Help oversee the experience of strategic and complex families and represent Brighton Jones professionally to clients and external partners.
Identify opportunities to improve the client experience, simplify processes, and anticipate future client needs.
Coordinate personalized client engagement, including milestone recognition, gifts, correspondence, and other touchpoints.
Support ad hoc client projects and Family Office initiatives.
Serve as a quality-control resource for client documentation, transactions, and administrative processes; review complex or higher-risk work for accuracy and compliance with firm standards.
Identify recurring operational issues and process gaps, and recommend improvements.
Mentor and support Client Service Administrators by sharing knowledge and best practices.
Support onboarding and training of new team members on Family Office processes, systems, documentation, and service expectations.
Review work completed by newer team members and provide timely, constructive feedback.
Help establish and reinforce consistent standards for administrative execution across the Family Office team.

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.
Employee referral bonus.
Cell phone data reimbursement.
Discounted financial planning services for employees and immediate family members.
Minimum of 3 weeks of PTO starting Day 1.
Winter Break, Summer Friday flex-days, and 10 paid holidays.
Unlimited Volunteer Time Off and 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 and personal wellbeing stipend.
Quarterly team-building events and regular social events.
Employee-led book clubs, committees, and affinity groups.
Paid parental leave: 13 weeks for birthing parents and 6 weeks for non-birthing parents.
Adoption benefits.
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years.