Logo of Huzzle

Home

Matches

Explore

Manage

Administrative Assistant

image

Brighton Jones

3mo ago

  • Job
    Full-time
    Junior & Mid Level
  • People, HR & Administration
    Banking & Finance
  • Denver
  • Quick Apply

AI generated summary

  • You need 1-3 years in admin, preferably in finance, an undergrad degree, MS Office skills, and a self-motivated attitude. Salesforce experience is a plus. Full-time, in-office role.
  • You will manage office operations, assist with client onboarding, maintain CRM data, coordinate meetings, support event planning, and handle correspondence for senior team members.

Requirements

  • 1 - 3 years of experience in an administrative role, experience in the financial services industry is preferred.
  • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
  • Self-motivated and takes pride in providing exceptional support to clients and the team
  • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
  • Expected to learn other position-related systems on the job
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Responsibilities

  • Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
  • Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
  • Assist with event coordination and support new hire setups.
  • Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
  • Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
  • Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
  • Handle basic financial requests such as capital calls, distributions, and asset transfers.
  • Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
  • Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.
  • Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
  • Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
  • Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
  • Track and communicate key metrics and follow up on team requests to ensure timely completion.

FAQs

What is the primary focus of the Administrative Assistant position?

The Administrative Assistant role focuses on office coordination, client service support, and executive assistance within the financial services industry.

Is this position a pathway to becoming a financial advisor?

No, this position follows an administrative career path and is not intended as a pathway to become an Advisor.

What experience is required for this role?

Candidates should have 1 - 3 years of experience in an administrative role, with a preference for experience in the financial services industry.

What are the educational requirements for this position?

An undergraduate degree is desired, preferably in Business, Economics, Finance, or Accounting.

What software proficiency is expected for this job?

Proficiency in Microsoft Office Suite products (Word, Excel, Windows) is required, and experience with Salesforce is a plus.

What is the salary range for the Administrative Assistant position?

The salary for this role ranges from $55,000 to $65,000 per year.

What benefits are offered with this position?

Benefits include health care benefits, retirement benefits, paid time off, holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, and a professional and personal wellbeing stipend.

Is this position remote or in-office?

This role is an in-office, full-time, and exempt position, as the company has a work-from-office culture with a lot of flexibility.

What is the company culture like at Brighton Jones?

Brighton Jones prides itself on a culture of commitment, curiosity, continuous growth, compassion, community, and collaboration, where every teammate can thrive.

What is the process for applying to this position?

The hiring process includes completing a Values in Action Self-Assessment, an initial interview, a role alignment meeting, a full loop interview with team members, personal reference calls, and a final decision on the application.

image

Brighton Jones

We are a team that helps our clients, colleagues, and the global community live richer lives.

Finance
Industry
201-500
Employees
199
Founded Year

Mission & Purpose

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.