Operations Coordinator

Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Brighton Jones’ unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life.
 
Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for an Operations Coordinator to join the team and provide immediate positive impact.  In this critical role, you will help to fully leverage the ability of the entire team to maximize office growth, development and overall effectiveness.


Your Role:

Director of First Impressions

  • Anticipate, delight, and personalize each guest’s experience in our space from the moment they arrive; notify the Brighton Jones team, validate parking, and offer refreshments.
  • Answer, screen and forward all incoming phone calls.
  • Monitor and facilitate the usage of conference rooms and manage scheduling conflicts.
  • Lead the organization and tidiness of our workplace including conference rooms, kitchen, and other common spaces.
  • Process all incoming deliveries, distribute mail to the appropriate personnel, and ensure outgoing packages are delivered.

Operations Superstar

  • Manage office and Managing Director (MD) calendar including scheduling and communication with internal/external meeting and new hire candidates.
  • Assist with office and MD travel planning. Coordinate flights, hotel and transportation arrangements and event planning.  Provide detailed and accurate travel itineraries. 
  • Provide support and leadership with respect to special projects and initiatives as needed.
  • Oversee program and special project coordination including providing support to various forms of external communication, not limited to e-mail, business letters, proposals, presentations, and speeches. Draft content for review or review existing content for tone, clarity, and grammatical accuracy. Produce professional deliverables suitable for external use. 
  • Manage administrative files and office-related procedural documents.
  • Assist with ad-hoc tasks including shipping, courier scheduling, catering orders, scanning and large order purchases.
  • Prepare monthly client birthday and referral thank you cards; address, distribute to appropriate teams, sort and send.
  • Complete monthly credit card reconciliation for office-related purchases.

Business Development Coordination

  • Support Business Development team members throughout the entire sales process
  • Provide calendar management and scheduling support
  • Assist with the entry and update of prospect related notes and other information in Salesforce
  • Assist with internal and external prospect communications
  • Coordinate regular (weekly or monthly) reporting for Business Development Managers on performance against target as well as other activity utilizing Excel or Salesforce
  • Assist with the design and review of sales collateral; utilize and customize firm collateral as needed
  • Assist with execution on prospect and client events (e.g. event planning, invitation tracking, follow up)
  • Conduct research using various sources (LinkedIn), interpret data and provide analysis

Master of Procurement and Logistics

  • Own the office supply lifecycle: negotiate pricing, purchase and inventory office supply and equipment for the entire staff in accordance with company purchasing policies and budgetary restrictions; distribute to regional offices as necessary.
  • Manage the set-up of new hire desks, conference rooms and communal spaces to foster functionality and ease of use.

Your Experience

  • Bachelor’s Degree required, two to four years work experience within project management, operations or executive administration is a plus
  • Unquestioned commitment to confidentiality and integrity in personal and professional activities
  • Highly motivated with ability to function well in a fast-paced environment with continued growth and development
  • Excellent oral and written communications skills, able to interact with clients and project a professional, capable image in action and appearance
  • Able to manage heavy workloads and projects, many on a time sensitive basis, as well as interacting with tight-knit team of firm professionals with a range of financial and tax activities

Our Culture
 
As a group of individuals that love what we do and enjoy who we work with, we know that the genuine relationships we build with each other positively affect our clients and their experience of working with us. We’re intentional in cultivating a culture that is inclusive, collaborative, and celebrates individual initiative.
 
We are:
Genuine - our unquestioned commitment to integrity is demonstrated in all of our personal and professional activities
Focused - we  work together  to manage heavy workloads and time-sensitive projects - we thrive  in a fast-paced environment that fosters continued growth and development
Approachable - we enjoy interacting with each other and our clients, always projecting  a professional, friendly and capable image in everything we do
Invested - our commitment to our clients and each other means we are willing  to maintain a flexible work schedule to address cyclical work periods
Driven -  we possess good judgment, initiative and decision-making skills -  able to anticipate problems,  determine   the appropriate level of response, and act accordingly
 
Our Company

We are a company that uses objectivity, creativity and passion to help our clients, colleagues and community members live richer lives. We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients.
 
We are a nationally recognized wealth management firm with a strong talent focus. To the right individual, we offer a very competitive compensation and benefits package for our industry.  If you meet the above requirements, please apply online at http://www.brightonjones.com/careers/. In your cover letter, please describe your professional passions and ultimate career objectives.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility form upon hire.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones employees to perform their job duties may result in discipline up to and including discharge.

Meet Some of Brighton Jones's Employees

Jackie P.

Lead Advisor

Jackie acts as a client’s main point person, ensuring each team has the tools required to execute on any situation as it arises.

Taylor M.

Tax Advisor

Taylor helps his clients grow and protect their wealth by serving as their personal tax advisor, with a focus on developing strategies and creative solutions based on a client's individual needs, goals, and values.


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