If you are interested in applying for this position, please click the apply button at the bottom of the page to submit your cover letter and resume.

Summary

The Office Administrator provides all administrative and clerical support including general correspondence, scheduling and operation of office equipment.  The OA’s primary focus is to maximize team efficiency by helping others leverage their time most effectively.

Essential Duties & Responsibilities

Greets all incoming visitors to the office; notifies personnel they are meeting with, directs them to the meeting venue, and offers refreshments.

Answers all incoming phone calls, directs them to the proper party, and screens calls where appropriate.

Schedules all meeting room resources within the firm including “virtual” meetings via  GoToMeeting.  Resolves calendar and resource scheduling conflicts as they arise.

Receives all incoming deliveries from vendors, and coordinates proper storage.

Inventories and re-orders supplies as needed.

Arranges catering  through external vendors as necessary.

Coordinates all necessary repair and maintenance for major office equipment such as fax, copiers, printers, scanners, postage meters, etc. with external vendors.

Works with Seattle IT resources to troubleshoot and resolve technical issues affecting internet access and/or network connections.

Maintains all electronic record-keeping both internally, as well as with custodians and other external vendors. Manages the accuracy and integrity of data in the CRM.

Coordinates client “touch points” which reinforce the on-going sales process including birthdays, Thanks You notes, greeting cards, flowers and/ or gifts.

Acts as the firm’s liaison to the building’s property management for all facility and security related issues including  HVAC accommodation, access to the floor, etc.

Maintains a clean, organized and professional environment.

Assists in the coordination and booking of travel arrangements including airfare, hotel, transportation and associated business events.

Performs all expense reporting associated with business-related travel.

Other Duties

Evaluates the effectiveness of our procedures and controls, and communicate ways we can continuously improve.

Acts as an advocate for the company and refers qualified candidates to HR to help fill open positions. Participates in employee candidate interviews, where applicable.

Assists with special projects as needed.

Professional Qualifications

Two to three years of general administrative experience preferred.

Undergraduate degree desired, no particular discipline. No professional credentials required. 

Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required, and tested prior to hire.  Expected to learn other position-related systems on the job.

Critical Skills & Attributes

Good judgment; There are often obstacles for which the next course of action is unclear. The Office Administrator should be naturally cautious and feel comfortable seeking out guidance and direction if they are unsure of how to proceed.

Adaptability; Ability to work with multiple personalities, to be flexible with changing priorities, and to be comfortable working with minimal supervision in a fast-paced environment. Office Administrators are often asked to research solutions to operational problems which have never been encountered before.

Capacity; Ability to quickly understand how long things take to do, and to effectively organize and prioritize tasks with the assistance of team members.  Ability to effectively communicate time and resource conflicts.  Ability to manage heavy workloads and projects, many on a time-sensitive basis, while still maintaining accuracy.

Attention to Detail; getting the little things right is a critical component of success in this position. It requires a strong attention to detail, with an ability to complete tasks accurately and consistently time after time.

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Summary
This position is designed to assist the Business Development team in the execution of tactical and strategic initiatives to support on-going business growth.

Essential Duties & Responsibilities
SALES – OPERATIONS, ANALYSIS AND SUPPORT:
Assist with sales analysis ranging from historical analysis, progress monitoring, revenue/client/ capacity projections
Coordinate regular (weekly or monthly) reporting for Business Development Officers on performance against target as well as activity reports
Develop, design & evaluate sales collateral

TACTICAL COORDINATION & EXECUTION:
Demonstrated ability to conduct research using various sources (LinkedIn), interpret data and provide analysis
Coordinate multiple tasks simultaneously while maintaining Business Development calendars
Collect and organize lists; draft and edit documents; report generation and delivery
Initiate communication with potential acquisition candidates

MARKETING – STRATEGY & EXECUTION:
Assist with execution on marketing events (e.g., event planning, invitation tracking)
Help to organize and execute on marketing plan, including scheduling and working on details for webinars or physical seminars, etc.
Assist with Marketing brand development strategy (including brand standards, budgeting, analysis, research, etc.)

OTHER:
Assists in other special projects, as needed

Professional Qualifications
Undergraduate degree; emphasis in Marketing or a related discipline is preferred
Minimum of 3 years professional experience in marketing and/or sales operations support
Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization
Positive attitude, versatility and willingness to work within constantly changing priorities with enthusiasm
Ability to work independently and as a member of various teams and committees
Proven ability to handle multiple projects and meet deadlines

Critical Skills & Attributes
Proficient in Excel, PowerPoint & MS Suite
Unquestioned commitment to integrity in personal and professional activities
Highly motivated with ability to function well in a fast-paced team environment with continued growth and development
Strong interpersonal, problem solving, oral and written communications skills
Ability to interact with both internal and external clients and project a professional, friendly and capable image in action and appearance
Ability to manage heavy workloads and projects, many on a time sensitive basis, as well as interacting with a tight-knit team of firm professionals
Commitment to excellence and strong attention to detail with an ability to deliver accurate documentation and task completion
Possesses good judgment, initiative and decision-making skills; anticipates problems, determines the appropriate level of response and acts accordingly

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If you are interested in applying for this position, please click the apply button at the bottom of the page to submit your cover letter and resume.

Summary
Managers are responsible for managing the day to day responsibilities, priorities and workload of their client service teams.  Within each relationship they are considered the client’s primary point of contact.  They support the tactical and analytical aspects of client service, while also delivering strategic advice, in concert with the Lead Advisor.

Essential Duties & Responsibilities
Acts as the central point person for all client service team inquiries.  Directs team members to ensure all client and Brighton Jones action items are moved forward and completed.  Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed.  Ensures content is accurate, timely, and reviewed periodically. 

Determines appropriate times to meet with clients and schedules accordingly. Creates meeting agenda and determines deliverables to be presented. Analyzes client data and develops strategies.  Works with the Lead Advisor to define both the client strategy and the most effective form of presentation.

Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client’s situation.  Works with the Client Service Coordinator to produce these deliverables, review them, and ensure they are accurate and presentation-ready.

Following client approval, works with the Client Service Coordinator and Analyst to ensure that all tactical aspects of the client implementation are executed timely and accurately. Generates tasks to the appropriate team members, Tax, Investments or Estate Planning, and ensures that they are completed.

Presents ideas and concepts in an organized and effective manner.  Attends client meetings and is expected to effectively present specific planning topics, with Lead Advisor or Managing Director guidance. Documents all meeting notes and ensures all client and BJ action items are communicated and memorialized in the CRM.

Works with the Client Service Coordinator to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals.  Initiates these requests and is responsible for reviewing and approving them.  Ensures completion within specified timeframes.

Other Duties
Assists in helping to orient new employees, including training on processes and systems specific to their job function.

Acts as an advocate for the company and refers qualified candidates to HR to help fill open positions. 

Participate in employee candidate interviews, where applicable.  Provides back-up support to other team members as necessary.

Professional Qualifications
Typically has at least one year of BJ experience or three to five years in finance or a related industry. Expected to be current with industry trends, terminology and concepts.

Undergraduate degree and Certified Financial Planner (CFP®) credentialing required.  

Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required, and tested prior to hire. Expected to learn other position-related systems on the job.

Critical Skills & Attributes
Oganizational; the ability to manage multiple client relationships with competing priorities and coordinate team member resources most effectively.

Delegation; ability to increase capacity by delegating tasks to the right level, and to manage those tasks to ensure they are completed on-time and accurately.

Presentation; the ability to present complex concepts and ideas professionally and persuasively to clients, either in written or verbal form, in a way that can be easily comprehended.  To be perceived by clients as knowledgeable and credible.

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How do I help clients live a richer life?
I believe an integral piece of financial planning is the relationship between the client and advisor. A strong relationship with our clients allows me to effectively communicate, assess, and propose recommendations for specific situations. The environment that Brighton Jones has created allows me to sit on the same side of the table as our clients while taking a holistic view of their financial plan. In 2009 I graduated from Cal Poly with a concentration in Finance and a minor in Economics. Since then I have been helping clients manage their finances and make decisions that are in their best interest.

How do I like to spend my time outside of Brighton Jones?
After college I moved to San Francisco and I am still trying to find ways to take advantage of everything this city has to offer. I enjoy biking around town or over the Golden Gate Bridge, hiking Angel Island, running to the farmer’s market, catching a Giants game, trying new restaurants, going to concerts and festivals, and just hanging out with my friends. I also like to travel when I can find time to get away. I recently took a vacation to Jamaica and had a great time. I also take several trips up to Oregon each year to visit family.

How do I help clients live a richer life?
As Vice President of Business Development, I am accountable for creating and executing the growth strategy at Brighton Jones.  My role is to build and support our business development team as they create new relationships and partner with potential clients to determine how we might help them live richer lives.

My growth philosophy revolves around proactive development of strong relationships and providing outstanding client service.  Blending these two supports the long-term strength of our brand and drives further growth so we can invest in our colleagues, give back to the community, and provide even better services to our clients.

How do I like to spend time outside of Brighton Jones?
Evenings and weekends are typically dictated by the sports schedules of my three children.  My daughters are consumed by premier-level select soccer and my son is being scouted by the Miami Heat basketball team at the age of 10, or so he says.  My wife and I work to schedule date nights months in advance, only to be overruled by a school concert, a rescheduled practice, or a critical trip to the mall for a must have something or other.  We do enjoy going to church, skiing together, spending time on jet skis when the weather is warm, and every once in a while you can find me wading in a river with a fly rod.

How do I help our clients live a richer life?
As the executive assistant, I provide a mix of day-to-day support and ongoing project support to our CEOs and COO so that they can focus on strategic direction and service to our clients. I’m proud to be part of a business culture that intentionally goes out of its way to serve the interests of its clients, community, and colleagues. My colleagues are passionate, encouraging, and energetic; and I learn from them on a daily basis. I think that my penchant for learning and my desire to work hard and with integrity are ways in which I help our clients live richer lives.

How do I spend my time outside of Brighton Jones?
My husband, Matt, and I, just moved to Seattle and are thrilled to call this city home. Between the two of us, we have lived in quite a few different places and enjoy visiting our families and friends all over the world. We especially love meeting up with our Vancouver, B.C. friends for backpacking trips and meeting up with our Bend, Oregon friends in Portland so that we can make a pit stop at Powell’s Books! In free time, I also love playing around with film photography, hitting the heavy bag (I have been a competitive boxer for ten years), and learning new languages.

How do I help clients live a richer life?
As a Client Service Coordinator I take part in an array of daily activities.  My main focus is to support our proactive approach in securing the client’s best interest, whether it’s focusing on present or future needs.  Directly supporting our lead advisors, each day involves a new experience in consistently helping clients reach their goals.  At Brighton Jones we take pride in providing top tier customer service, and I enjoy helping to make sure that service standard is met each day by collaborating with team members I respect and enjoy.  My alma mater is Colorado State University (Go Rams!), where I graduated with degrees in Finance and Real Estate. 

How do I like to spend my time outside of Brighton Jones?
I enjoy a variety of activities that Washington has to offer.  The surrounding areas provide endless opportunities for camping, hiking, and island exploration.  When the weather is feeling uncooperative I love huddling up with friends at a new restaurant or favorite happy hour haunt and taking advantage of live music.  As time allows I take weekend trips to visit my family in Colorado, and head abroad to experience new countries and culture.  On my most recent adventure I backpacked through SE Asia and spent time in Thailand, Cambodia, and Laos. 

How do I help clients live a richer life?
I help our clients to live a richer life by acting as their personal Chief Financial Officer.  Although this role can vary by relationship, the underlying goal is consistent: helping to guide clients through complex processes and decisions so as to preserve and protect their accumulated wealth. Whether I am helping to craft comprehensive estate plans, developing a withdrawal strategy for paid executive compensation, or helping to map out the next phase of life, every plan is customized based on the legacy goals identified by the client.  For me, building deep relationships with clients and becoming their trusted advisor has always been the most rewarding aspect of this profession.

How do I like to spend my time outside of Brighton Jones?
Spending time with my family or enjoying the outdoors, are two of my favorite activities outside of the office.  Hiking, skiing, golfing, running, cycling, or even a simple relaxed afternoon hosting a BBQ are all possibilities.  Growing up in the Seattle area has taught me one valuable lesson: good rain gear is the key to enjoying the outdoors year-round.  Living in Europe for three years fostered my passion for travel.  Meeting new people and enjoying their cultures all while visiting some incredible locations have made for some truly rewarding experiences.

How do I help clients live a richer life?
As Client Service Coordinator, I see myself as a liaison between lead advisors, managers, and the clients we serve, and I take pride in providing the highest quality individualized service to help our clients live richer lives. I believe that excellence in client service is found in attention to detail and prompt and courteous communication.

After growing up in a small town at the foot of Mt. Rainier, I earned my Bachelors degree in Philosophy with a minor in English from Christendom College in Front Royal, Virginia. I have always been fascinated with knowing the “why” of things, and in my professional life this has carried over into a desire to understand my clients on a deeper level so as to better anticipate their needs and concerns.

How do I like to spend my time outside of Brighton Jones?
I have always had a love for the arts and like to stay active, so as a result I find myself dedicating a good deal of my personal time to my current passion: competitive ballroom dancing. For me, it has proven to be an ideal combination of art, athletics, and socializing, and it also offers some exciting travel opportunities! I also love classical music and volunteer as a chorister at my church, rehearsing during the week and singing at weekend services. During the rest of my free time, I enjoy spending quality time with family and friends or pursuing one of my many hobbies.

How do I help our clients live a richer life?
As Chief Operating Officer I have responsibility for all business functions at Brighton Jones.   My role is to provide corporate leadership and create efficient operational processes to ensure the success of Brighton Jones as a company.  Our people and our clients are paramount, therefore I am committed to retaining and recruiting the best client service teams possible and ensuring we always put our clients’ interests first.  I oversee all the compliance requirements of the company, assisting our team in upholding the fiduciary standard and assuring our clients that the financial advice they receive is completely objective and the best fit for their financial goals — helping them live richer lives.

 Professional Experience

How do I like to spend my time outside of Brighton Jones?
Time away from Brighton Jones is mostly spent with my wife and two very active children.  Our days are consumed with school and sports, including swimming, soccer, basketball, lacrosse, and everything else that the kids are interested in doing.  I love coaching and catching regional sporting events whenever possible.   On the rare occasion that it’s not raining in Seattle, I try to sneak in a round of golf.  And then when the rain is just too much, our family enjoys getting away to central Oregon or the shores of Hawaii.