Wealth Management Client Experience Admin

Brighton Jones; Washington (District of Columbia); On-site; USD 37,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with 3% match

Equity ownership opportunities

New Business Incentive Program

Employee referral bonus

Cell phone data reimbursement

Financial planning services discount

Paid PTO and holidays

Transit subsidies

Job summary

Brighton Jones in Washington, DC seeks an Administrative Services professional to support lead advisors and ensure elite client experience. You will handle onboarding documentation, data input in Salesforce, and coordination of client touchpoints with accuracy and care.

The role is in-office, full-time, non-exempt, with strong growth and benefits coverage. A Bachelor’s-related degree is preferred and 1–4 years of admin experience is ideal.

Qualifications

• 1–4 years of experience in an administrative role; financial services preferred.
• Undergraduate degree in business, economics, finance, or accounting preferred.
• Self-motivated and provides exceptional client and team support.
• Proficiency in Microsoft Office; Salesforce experience a plus.

Responsibilities

• Provide administrative oversight and support Lead Advisors on strategic needs.
• Prepare administrative deliverables supporting client onboarding, implementation, and maintenance.
• Act as primary contact for custodians on operational and tactical service matters.
• Gather and input client data into Salesforce; ensure data accuracy and records current.
• Assist with post-meeting action items and calendar/internal meeting prep.

Skills

Organizational skills

Problem-solving

Detail-oriented

Education

Undergraduate degree desired

Tools

Salesforce

Microsoft Office Suite

Job description

Brighton Jones in Washington, DC seeks an Administrative Services professional to support lead advisors and ensure elite client experience. You will handle onboarding documentation, data input in Salesforce, and coordination of client touchpoints with accuracy and care.

The role is in-office, full-time, non-exempt, with strong growth and benefits coverage. A Bachelor’s-related degree is preferred and 1–4 years of admin experience is ideal.