Brighton Jones
Executive Assistant - Seattle
Brighton Jones, Seattle, Washington, us, 98127
Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders, pioneering the next change in the wealth management industry with our focus on aligning our clients’ money with what matters to them through MESI (Mindfulness, Emotional and Social Intelligence). This allows us to help our clients align their resources with their values, passions, and purpose so they live happier, healthier lives.Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for an Executive Assistant to join our Seattle team and provide immediate positive impact for the Senior Lead Advisor (SLA). In this critical role, the Executive Assistant will help fully leverage the ability of the SLA to maximize their impact and effectiveness.Your Role - Organizational & Administrative
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.The SLA may leverage this role to manage the Office Coordinator position if applicable and oversee supply ordering and delivery.Your Role - Communications & Calendar Management
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.Role Competencies
Bachelor’s Degree preferred2-4 years of professional work experience preferred in executive administrative support;Organizational Skills
| Effectively prioritize and manage multiple tasks and projects in a fast-paced 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.This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.Compensation:
Pay : $65,000 - $85,000 per yearBenefits:
Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.Our CompanyOur #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. 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.What to expect in the hiring process1. Values in Action Self-Assessment
- at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a
brief self-assessment on our Values in Action.2. Initial Interview
- this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.3. Role Alignment
- next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferable experiences.4. Full Loop
- you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.5. Personal Reference Calls
- in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.6. What’s Next
- interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
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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.The SLA may leverage this role to manage the Office Coordinator position if applicable and oversee supply ordering and delivery.Your Role - Communications & Calendar Management
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.Role Competencies
Bachelor’s Degree preferred2-4 years of professional work experience preferred in executive administrative support;Organizational Skills
| Effectively prioritize and manage multiple tasks and projects in a fast-paced 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.This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.Compensation:
Pay : $65,000 - $85,000 per yearBenefits:
Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.Our CompanyOur #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. 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.What to expect in the hiring process1. Values in Action Self-Assessment
- at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a
brief self-assessment on our Values in Action.2. Initial Interview
- this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.3. Role Alignment
- next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferable experiences.4. Full Loop
- you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.5. Personal Reference Calls
- in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.6. What’s Next
- interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
#J-18808-Ljbffr