Family Office Senior Client Administrator

Your Role - Strategic Client Partnership

Partner closely with Lead Advisors and client teams to support the unique and evolving needs of high-net-worth and ultra-high-net-worth families.
Provide administrative and operational oversight for strategic and complex Family Office and Multi-Family Office relationships.
Serve as a primary point of contact for clients, family members, custodians, and external partners on operational and tactical service matters.
Attend client meetings as appropriate, actively listen for needs and decisions, identify follow-up actions, and drive timely execution.
Anticipate client and advisor needs, assess requests, recommend appropriate courses of action, and independently resolve issues within the scope of the role.
Coordinate across internal and external partners to ensure client priorities move forward seamlessly and accurately.
Exercise discretion and sound judgment when working with highly sensitive family, financial, legal, and personal information.

Your Role – Client Administration & Execution

Lead administrative execution for client onboarding, implementation, ongoing maintenance, and other complex family needs.
Prepare, review, and process documentation related to account openings, asset movement, client maintenance, and other operational activities.
Manage money movement requests, including capital calls, distributions, journals, trades, wires, transfers, and other complex transactions, ensuring accuracy, appropriateness, and adherence to established processes.
Gather, organize, analyze, and maintain client data within Salesforce and other firm systems, ensuring records remain complete, accurate, and current.
Manage complex calendaring, client meeting coordination, and other logistical needs involving clients, advisors, family members, and external partners.
Prepare client meeting materials, capture decisions and action items, and ensure follow-up work is completed accurately and on time.
Respond to requests from clients, advisors, and team members with a high level of responsiveness, ownership, and follow-through.

Your Role – Client Experience Leadership

Help oversee the client experience for strategic and complex families, ensuring interactions reflect the high-touch service expected of the Family Office.
Professionally represent Brighton Jones in interactions with clients, family members, custodians, attorneys, accountants, trustees, and other external partners.
Proactively identify opportunities to improve the client experience, simplify processes, and anticipate future client needs.
Coordinate meaningful client touchpoints and experiences, including milestone recognition, gifts, correspondence, and other personalized engagement.
Support ad hoc client projects and broader Family Office initiatives that strengthen the client experience and advance the Family Office offering.
Build trusted relationships with clients and their extended teams through reliability, responsiveness, professionalism, and discretion.

Your Role – Quality, Risk & Team Leadership

Serve as a quality-control resource for client-related documentation, transactions, and administrative processes, helping mitigate risk and prevent errors.
Review complex or higher-risk administrative work for completeness, accuracy, and adherence to firm standards.
Identify recurring operational issues or process gaps and recommend improvements that increase efficiency, consistency, and client service quality.
Serve as a resource and mentor to Client Service Administrators, sharing knowledge, best practices, and judgment developed through experience.
Support onboarding and training of new team members on Family Office administrative processes, systems, documentation, and service expectations.
Review work completed by newer team members and provide timely, constructive feedback to support their development.
Help establish and reinforce consistent standards for exceptional administrative execution across the Family Office team.

Your Experience

4+ years of experience in financial services, professional services, family office, multi-family office, wealth management, or another complex client-service environment.
Demonstrated experience directly supporting clients and managing complex administrative or operational responsibilities.
Experience working with high-net-worth or ultra-high-net-worth individuals and families strongly preferred.
Experience reviewing the work of others, training teammates, or serving as an informal team resource preferred.
Undergraduate degree desired; Business, Economics, Finance, Accounting, or a related field preferred.

Skills & Attributes

Exceptional judgment and discretion, with demonstrated ability to work with highly confidential and sensitive client information.
Strong professional presence and communication skills, with the ability to confidently engage with clients, advisors, family members, and external partners.
High degree of ownership and accountability, with the ability to independently drive work from request through completion.
Strong critical-thinking and problem-solving skills, including the ability to evaluate complex situations, identify risks, and recommend solutions.
Exceptional organizational skills and attention to detail, particularly when managing multiple clients, deadlines, and competing priorities.
Proactive and anticipatory approach to client service; able to identify what needs to happen next rather than waiting for direction.
Collaborative and team-oriented, with a willingness to coach, train, and support the development of others.
Self-motivated and takes pride in providing exceptional support to clients and teammates.
Proficiency in Microsoft Office Suite required; Salesforce experience preferred.
Ability and willingness to learn additional position-related systems and tools.
This role is an in-office, full-time, exempt position. We are a work-from-office culture with lots of flexibility.

Compensation

Pay: $110,000 - $130,000 per year
 
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