Operations Associate

Your Role - Get / Keep Client Operations:

• Serve as operational partner to the Managing Director, willingly taking on a diverse array of tasks and contributing on special projects as required.


• Coordinate and execute client service operations tasks and initiatives, proactively identifying issues and follow-up items/needs.


• Supports the MD/Senior Growth Advisor/Lead Advisor in communicating key metrics to the pod and tracking progress on projects and metrics. 


• Own tracking and follow through on operational requests and action items across the team, ensuring accountability, communication, and timely resolution.


• Support the MD in facilitating weekly team and leadership meetings including setting the agenda, documenting action items, and supporting alignment between the teams and leadership.


• Recommend and coordinate client transition assignments, partnering with MDs, Leads, SGAs, HRBP, and client service teams to ensure timely execution and clear communication. 


• Partners with MD on updating system for new service team assignments.


• Assist the MD/SGA/LA in scheduling for client-related activities.


• Manage administrative permissions for technology systems for service teams.


• Plans and executes a wide range of client and prospective client experiences in partnership with the MD.


• Provide direction for client gifting with oversight from MD and partner with Client Service Administrators to execute.

Your Role - Get / Keep People Operations:

• Collaborate with HRBPs and the HR Team to support people-related beats (scheduling development conversations and internal pod communications). 


• Advise on and partners with the MD on planning team experiences and own execution of social events, volunteering, and team celebrations, contributing to team engagement efforts.


• Arrange and coordinate travel logistics, including flights, accommodation, and transportation for Keep People needs and team retreats.


• Assist the MD and HRBP in scheduling team and people related meetings.


• Collaborate with the People team to drive campus recruiting, local intern hiring, including managing project calendars, coordinating intern champions.


• Collaborate with Get People, Learning & Team Development, and other key stakeholders to deliver a seamless and impactful intern experience.


• Partner with the Get People team to drive candidate sourcing, conducting initial pre-screen calls, scheduling interviews and candidate communication.


• Track and ensure there is follow up and communication around any asks of the team/teammates.


• Review and approve people and budget requests including PTO, timecards, expense tracking and approval, travel and entertainment budget, marketing, spot bonuses, and provide monthly/quarterly budget reports to the MD. Ensure appropriate staffing during peak days for Client Service.


• Coordinate and advise on team member movement to the MD, including updating seating and location assignments as needed. 

Your Role - Regional Office Organization & Oversight:

• Anticipate, delight and personalize each guests’ experience in our space from the moment they arrive; notify the Brighton Jones team and offer refreshments.


• Office aesthetic execution; ensure the workplace is organized, tidy, and well decorated including conference rooms, kitchen, and other common spaces.


• Ensure appropriate handling and routing of incoming phone calls


• Oversee office logistics including deliveries, mail, and shipments


• Monitor and facilitate the use of conference rooms and manage scheduling conflicts.


• Organize local vendors.


• Manage shipping, printing, courier scheduling, scanning and large order purchases.


• Issue building security items such as keys and access cards.


• Own and manager supply lifecycle; making purchasing decisions and maintain inventory levels and keeping supplies organized


• Maintain the optimal functions of our space and equipment, including technology, service and repairs calls.


• Partner with MD on office space planning and expansion or move projects by helping manage timelines, logistics, and communication. 

Skills & Experience:

• 2-3 years of relevant experience in a similar role or industry. Project management experience within the financial services industry preferred. 


• Bachelor's degree required. 


• Demonstrated ability to prioritize work independently, apply sound judgment, and manage multiple operational initiatives simultaneously.


• Highly adaptable, decisive, responsive, and ability to think strategically.


• High attention to detail and ability keep things organized while managing competing priorities.


• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility