Family Office - Senior Client Administrator

Brighton Jones•Seattle, WA

1d•$110,000 - $130,000•Onsite

About The Position

The Senior Client Administrator is a critical member of Brighton Jones’s Family Office Client Service team, partnering with Lead Advisors and client teams to deliver an exceptional experience for strategic and complex high-net-worth and ultra-high-net-worth families. This highly client-facing role requires sound judgment, discretion, independent decision-making, and exceptional attention to detail when handling confidential financial, legal, and personal information. The administrator anticipates client needs, evaluates complex situations, recommends solutions, and drives work through completion. The role provides administrative and operational oversight for Family Office and Multi-Family Office relationships; supports client onboarding, implementation, ongoing maintenance, transactions, meetings, and personalized client engagement; and coordinates with clients, advisors, family members, custodians, and other external partners. The Senior Client Administrator also supports the broader team through quality control, operational leadership, mentoring, and training of Client Service Administrators. This is an in-office, full-time, exempt position in a work-from-office culture described as offering flexibility. Compensation is $110,000–$130,000 per year.

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, including the ability to engage confidently with clients, advisors, family members, and external partners.
Ownership and accountability, with 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 organizational skills and attention to detail when 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.
Undergraduate degree desired; no specific degree is stated as required.

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.
Salesforce experience.
Undergraduate degree, preferably in Business, Economics, Finance, Accounting, or a related field.

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 on operational and tactical service matters.
Attend client meetings as appropriate, identify needs and decisions, document follow-up actions, and drive timely execution.
Anticipate client and advisor needs, evaluate requests, recommend courses of action, and independently resolve issues within the role’s scope.
Coordinate internal and external partners to move client priorities forward accurately and seamlessly.
Exercise discretion and sound judgment when handling sensitive family, financial, legal, and personal information.
Lead administrative execution for client onboarding, implementation, ongoing maintenance, and complex family needs.
Prepare, review, and process account-opening, asset-movement, client-maintenance, and other operational documentation.
Manage money movement, including capital calls, distributions, journals, trades, wires, and transfers, while ensuring accuracy, appropriateness, and compliance with established processes.
Gather, organize, analyze, and maintain client data in Salesforce and other firm systems.
Manage complex calendaring, client meeting coordination, and related logistics involving clients, advisors, family members, and external partners.
Prepare client meeting materials, capture decisions and action items, and ensure follow-up is completed accurately and on time.
Respond to clients, advisors, and team members with responsiveness, ownership, and follow-through.
Help oversee the client experience for strategic and complex families, ensuring high-touch service.
Represent Brighton Jones professionally with clients, family members, custodians, attorneys, accountants, trustees, and other external partners.
Identify opportunities to improve client experience, simplify processes, and anticipate future client needs.
Coordinate personalized client touchpoints and experiences, including milestone recognition, gifts, and correspondence.
Support ad hoc client projects and Family Office initiatives that strengthen the client experience and advance the Family Office offering.
Build trusted relationships through reliability, responsiveness, professionalism, and discretion.
Provide quality control for client documentation, transactions, and administrative processes to help mitigate risk and prevent errors.
Review complex or higher-risk administrative work for completeness, accuracy, and adherence to firm standards.
Identify recurring operational issues or process gaps and recommend improvements to efficiency, consistency, and service quality.
Mentor Client Service Administrators and share knowledge, best practices, and professional judgment.
Support onboarding and training of new team members on Family Office processes, systems, documentation, and service expectations.
Review newer team members’ work 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.
Discount on financial planning services for employees and immediate family members.
Minimum 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.