Full-Time

Executive Assistant

Seattle

Updated on 11/19/2024

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

Financial Services

Compensation Overview

$65k - $85kAnnually

Junior, Mid

Seattle, WA, USA

Position is onsite in Seattle.

Category
Executive Support
Administrative & Executive Assistance
Requirements
  • Bachelor’s Degree preferred
  • 2-4 years of professional work experience preferred in executive administrative support
  • Organizational Skills | Effectively prioritize and manage multiple tasks and projects in a fastpaced environment.
  • Time Management | Plan and organize time for self and others efficiently, ensuring tasks are completed within set timelines.
  • Takes Initiative | Think and proactively plan and work ahead while being responsive to competing demands and shifting priorities. Able to anticipate needs and provide proactive solutions or proposals.
  • Attention to Detail | Thoroughly and accurately manage information and tasks while minimizing errors.
  • Problem Solving | Think critically and creatively to solve problems independently.
  • Communication Skills | Communicate written and verbal information with precision, efficiency, and accuracy.
  • Confidentiality | Show discretion, ensure secure handling of sensitive information and maintain high standards of privacy and trust.
Responsibilities
  • Act as a versatile support resource for the Senior Lead Advisor, willingly taking on a diverse array of tasks and special projects as required and embracing a "whatever it takes" attitude to support the SLA and the team.
  • Provide strategic and administrative support with respect to planning and executing a wide range of remarkable experiences for the team ranging from volunteering, social events, celebrations, retreats, to personalized gifts for teammates.
  • Take on ad-hoc projects from the Senior Lead Advisor (and in partnership with the RLBPs) around People and Operations and provide support on special projects and initiatives as needed.
  • Provide local support for interviewee experience and onboarding experience.
  • Manage relationships and projects outside of Brighton Jones, this could be related to non-profit boards and philanthropic activity or vendors and property managers for the office.
  • Arrange and coordinate travel logistics, including flights, accommodation, and transportation.
  • Manage Paycom on behalf of SLA including PTO requests, expense tracking & approval, team spending, and provide monthly/quarterly budget reports to SLA. Ensure teammates are not taking PTO during peak days for Client Service.
  • Manage team member movement, from teammate seating and location to supporting the SLA on client transition worksheets, and ensuring the right stakeholders (leads, SCAs, RLBPs) are collaborated with at the right time.
  • Support the SLA on their schedule needs for internal and external meetings, this ranges from weekly meetings, to board meetings, to team retreats and more. Prepare any necessary materials for those meetings and coordinate logistics, such as booking meeting rooms and technology needs.
  • Take clear and detailed meeting notes for the SLA and ensure follow-up actions items are communicated.
  • Ensure SLA is prepared for their meetings and various engagements.
  • Communicate the company RoB and create a calendar specific for the pod based on the RoB.
  • Assist with incoming and outgoing communications on behalf of the SLA, including emails, phone calls, and mail.
  • Support the SLA and pod in tracking and communicating key metrics.
  • Track and ensure there is follow up and communication around any asks of the team/ teammates.

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 for their children. 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.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Brighton Jones' unique 'Personal CFO' model can attract clients seeking a more personalized and comprehensive financial planning experience.
  • Their holistic approach can lead to higher client satisfaction and retention, as it addresses multiple facets of clients' lives.
  • The firm's ability to serve a wide range of clients, including high-net-worth individuals, provides opportunities for significant revenue growth.

What critics are saying

  • The competitive nature of the wealth management industry requires Brighton Jones to continuously innovate to maintain its unique positioning.
  • Their holistic approach, while a differentiator, may also require more resources and time, potentially impacting scalability.

What makes Brighton Jones unique

  • Brighton Jones positions itself as a 'Personal CFO,' offering a comprehensive and personalized approach to financial planning that goes beyond traditional advisory services.
  • Their holistic approach integrates financial, personal, and emotional well-being, setting them apart from competitors who may focus solely on financial metrics.
  • The firm serves a diverse clientele, from those with modest assets to high-net-worth individuals, allowing them to cater to a broad market segment.

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