Administrative Operations Specialist

Brightonjones; Scottsdale (AZ); On-site; USD 30,307 - 46,838; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with 100% match up to 3%

Equity ownership opportunities

New Business Incentive Program

Employee referral bonus

Phone data reimbursement

Financial planning services

Job summary

Brighton Jones is hiring an Administrative Operations Specialist to support Client Service teams nationwide from our Scottsdale office. You’ll manage onboarding, account setup, and ongoing documentation with precision, acting as a trusted operations partner in a fast-paced environment.

The role emphasizes learning complex systems, improving processes, and delivering dependable client support, with strong focus on accuracy, organization, and communication. In-office, full-time schedule applies.

Qualifications

• Minimum 2 years of relevant experience in financial services (RIA/bank)
• Undergraduate degree preferred; Business, Economics, Finance, or Accounting preferred
• Excellent interpersonal and verbal/written skills
• Fast-paced, deadline-driven work style with strong organization
• Detail oriented with high accuracy and follow-through
• Proficient with Microsoft Office; knowledge of Salesforce/Tamarac helpful

Responsibilities

• Prepare and process client onboarding, account implementation, and maintenance documentation with accuracy and care
• Serve as a trusted operational partner to Client Service teams, providing timely support on account activity and process questions
• Manage a high volume of detailed and recurring tasks in a fast-paced environment while maintaining organization and follow-through
• Gather, enter, and maintain client information in Salesforce, protecting accuracy of records
• Learn and navigate complex systems, custodial platforms, workflows, and operational requirements
• Process money movement and investment-related requests (capital calls, distributions, journals, trades, transfers)
• Monitor custodial alerts and research discrepancies, escalating issues as needed
• Follow established policies while identifying opportunities to improve efficiency and reduce errors
• Document and update procedures with leadership and internal teams to support process-improvement initiatives
• Respond to requests promptly and ensure clients and teammates receive dependable support

Skills

Client service

Data entry

Salesforce CRM

Microsoft Office

Attention to detail

Communication skills

Education

Bachelor’s degree preferred

High school diploma or GED required

Tools

Salesforce CRM

Tamarac

Banking platform

Job description

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 seeking a highly organized, detail-oriented, and service-minded Administrative Operations Specialist to join our Central Administrative Operations team. This person will provide accurate, responsive, and dependable support to our Client Service teams and clients across the country.

As an important member of a collaborative and client-focused team, you will help create a consistent, positive experience for both clients and teammates. This role is best suited for someone who is comfortable working in a fast-paced, high-volume environment, can manage multiple detailed tasks without sacrificing accuracy, and takes pride in reliable follow-through. The work is structured and process-driven, with recurring tasks or routine at times, so success requires focus, consistency, and comfort with elements of repetition.

The ideal candidate enjoys learning complex systems, workflows, and operational requirements and is motivated to build deep expertise over time. You will follow established processes while also identifying thoughtful opportunities to improve efficiency, reduce errors, and make the experience better for clients and teammates. Strong organization, attention to detail, clear communication, sound judgment, and a genuine commitment to helping others are essential for success in this role.

Responsibilities

• Prepare and process client onboarding, account implementation, and maintenance documentation with accuracy and care.
• Serve as a trusted operational partner to Client Service teams, providing timely support on account activity, service needs, and process questions.
• Manage a high volume of detailed and recurring tasks in a fast-paced environment while maintaining organization, accuracy, and follow-through.
• Gather, enter, and maintain client information in Salesforce, protecting the accuracy and integrity of client records.
• Learn and navigate complex systems, custodial platforms, workflows, and operational requirements.
• Process money movement and investment-related requests, including capital calls, distributions, journals, trades, and asset transfers.
• Monitor custodial alerts and research account, system, or data discrepancies, communicating progress and escalating issues when needed.
• Follow established policies and workflows while identifying thoughtful opportunities to improve efficiency, reduce errors, and strengthen the experience for clients and teammates.
• Partner with the Client Service Operations leadership and internal teams to document and update procedures and support process-improvement initiatives.
• Respond to requests promptly, track work through completion, and proactively follow up to ensure clients and teammates receive dependable support.

Qualifications

• 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.
• This role is an in-office, full-time, and non-exempt position. Hours are Monday through Friday – 8:00 am – 5:00 pm Scottsdale time. We are a work from office culture with lots of flexibility.

Pay

Competitive hourly rate.

Ownership & Financial Wellbeing

• 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

Time & Flexibility

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit

Growth & Development

• 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

Connection & Community

• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups

Family & Milestones

• 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

Visa Sponsorship

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.