Executive Assistant - Seattle

Posted 7 Hours Ago
Be an Early Applicant
Seattle, WA
65K-85K Annually
Entry level
Financial Services
The Role
The Executive Assistant will provide comprehensive support to the Senior Lead Advisor, assisting with administrative tasks, project management, and coordination of team events. Responsibilities include managing travel logistics, overseeing onboarding processes, and supporting special initiatives, ensuring maximum effectiveness for the advisor and the team.
Summary Generated by Built In

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 


Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.


This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 


At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 


We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.


Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 


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.


Take our Values in Action Self-Assessment to see how our values align! 

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.

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 preferred
  • 2-4 years of professional work experience preferred in executive administrative support;
  • Organizational Skills | Effectively prioritize and manage multiple tasks and projects in a fastpaced 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 year

  • Benefits: 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 Company


At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.


Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. 


At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate. 


In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. 


What to Expect in the Hiring Process


1. 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 observable 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 transferrable 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 to 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. 


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. 

The Company
HQ: Seattle, WA
254 Employees
On-site Workplace
Year Founded: 1999

What We Do

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.

Similar Jobs

Easy Apply
2 Locations
1100 Employees

firsthand Health Inc Logo firsthand Health Inc

Nurse Practitioner OR Physician Assistant

Healthtech • Information Technology • Social Impact • Software • App development
Tacoma, WA, USA
380 Employees
165K-165K Annually

Arrow Electronics, Inc. Logo Arrow Electronics, Inc.

Corporate Sustainability Reporting Directive (CSRD) Quality Manager

Cloud • Enterprise Web • Hardware • Information Technology • Internet of Things • Robotics • Semiconductor
Remote
WA, USA
22000 Employees
99K-128K Annually

PwC Logo PwC

Digital Contact & Services Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
Seattle, WA, USA
364000 Employees
84K-202K Annually

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account