Brighton Jones - Seattle, WA
posted about 2 months ago
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.