Brighton Jones · 1 month ago
Administrative Operations Specialist
Scottsdale, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expBrighton Jones is a leading Registered Investment Advisor in the Pacific Northwest, dedicated to aligning clients' financial decisions with their values. The Administrative Operations Specialist will play a crucial role in supporting Client Service teams by managing client onboarding, maintaining data accuracy, and enhancing operational processes to improve client experiences.
Financial Services
No H1B
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
Qualification
Required
Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank
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
Preferred
Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred
Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred
Expected to learn other position-related systems on the job
Benefits
Very competitive compensation
A robust benefits package
An award-winning culture
Rewarding career growth
Company
Brighton Jones
Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jon Jones
CEO and Co-Founder
Charles Brighton
Co-Founder
Recent News
2026-01-13
Company data provided by crunchbase