Administrative Operations Specialist

Brighton Jones; Scottsdale (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with matched contributions

Unlimited Volunteer Time Off

Generous employee referral bonus

Annual professional & personal wellbeing stipend

Job summary

Brighton Jones is seeking a talented Central Operations Associate in Scottsdale, Arizona, to join their regional operations team. This role significantly impacts client experience and requires strong organizational and communication skills.

The ideal candidate will have at least 2 years of experience in financial services, adeptness with Salesforce, and a passion for helping others in a fast-paced environment.

Brighton Jones offers competitive compensation and comprehensive benefits including medical coverage, a 401(k) plan, and generous PTO policies.

Qualifications

• Minimum of 2 years of relevant experience in financial services industry.
• Proven ability to work in a fast-paced environment.
• Must be detail-oriented with high accuracy.

Responsibilities

• Prepare and process documentation for client onboarding.
• Act as a point of contact for Client Service teams.
• Manage client data accuracy and integrity in CRM.

Skills

Interpersonal skills

Communication skills

Organization skills

Problem-solving skills

Detail-oriented

Microsoft Office proficiency

Education

Undergraduate degree in Business, Economics, Finance, or Accounting

High school diploma or equivalent

Tools

Salesforce CRM

Microsoft Office products

Job description

We are looking for a talented Central Operations Associate to join our regional operations team and provide immediate positive service impact for our Client Service teams and clients. The ideal candidate is passionate about helping others, thrives in a fast‑paced environment, and loves to learn and be challenged.

As a critical member of the Client Service Operations team, you directly impact the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, service‑obsessed environment utilizing your exceptional organization, communication, and problem‑solving skills. This role will support our Client Service teams across the country and be instrumental in onboarding and servicing clients.

Your Role

• 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 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

Your Experience

• 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.

Compensation

• Competitive hourly rate
• 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
• 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
• 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
• Quarterly team‑building events
• Regular social events
• Employee‑led book clubs, committees, and affinity groups
• 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.

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.