Administrative Operations Specialist at Brighton Jones

Scottsdale, Arizona, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Passionate about helping others
Thrives in a fast-paced environment
Loves to learn and be challenged
Exceptional organization skills
Exceptional communication skills
Exceptional problem-solving skills

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
Monitor 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

Skills

Key technologies and capabilities for this role

Administrative OperationsCustomer ServiceOperations SupportTeam CollaborationOrganizational Skills

Questions & Answers

Common questions about this position

What is the work arrangement or location for this role?

This information is not specified in the job description.

What skills are required for the Administrative Operations Specialist position?

The role requires exceptional organization, communication, and problem-solving skills, along with the ability to thrive in a fast-paced environment and a passion for helping others.

What is the company culture like at Brighton Jones?

Brighton Jones fosters a collaborative, service-obsessed environment driven by values of Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community, where the team thinks big, cares deeply, celebrates each other, and brings a 'How can I help?' attitude.

What are the main responsibilities of this role?

Responsibilities include preparing and processing all documentation related to client onboarding, implementation, and account confirmation, and acting as a primary point of contact for Client Service teams around operational and tactical service matters.

What compensation or benefits are offered for this position?

This information is not specified in the job description.

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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