Operations Associate

Your Role - Get / Keep Client Operations:

• Serve as operational partner to the Managing Director, willingly taking on a diverse array of tasks and contributing on special projects as required.
• Coordinate and execute client service operations tasks and initiatives, proactively identifying issues and follow-up items/needs.
• Supports the MD/Senior Growth Advisor/Lead Advisor in communicating key metrics to the pod and tracking progress on projects and metrics. 
• Own tracking and follow through on operational requests and action items across the team, ensuring accountability, communication, and timely resolution.
• Support the MD in facilitating weekly team and leadership meetings including setting the agenda, documenting action items, and supporting alignment between the teams and leadership.
• Recommend and coordinate client transition assignments, partnering with MDs, Leads, SGAs, HRBP, and client service teams to ensure timely execution and clear communication. 
• Partners with MD on updating system for new service team assignments.
• Assist the MD/SGA/LA in scheduling for client-related activities.
• Manage administrative permissions for technology systems for service teams.
• Plans and executes a wide range of client and prospective client experiences in partnership with the MD.
• Provide direction for client gifting with oversight from MD and partner with Client Service Administrators to execute.
• Arranges and coordinates travel logistics, including flights, accommodation, and transportation, for Get/Keep Client needs. 

Your Role - Get / Keep People Operations:

• Collaborate with HRBPs and the HR Team to support people-related beats (scheduling development conversations and internal pod communications). 
• Advise on and partners with the MD on planning team experiences and own execution of social events, volunteering, and team celebrations, contributing to team engagement efforts.
• Arrange and coordinate travel logistics, including flights, accommodation, and transportation for Keep People needs and team retreats.
• Assist the MD and HRBP in scheduling team and people related meetings.
• Collaborate with the People team to drive campus recruiting, local intern hiring, including managing project calendars, coordinating intern champions.
• Collaborate with Get People, Learning & Team Development, and other key stakeholders to deliver a seamless and impactful intern experience.
• Partner with the Get People team to drive candidate sourcing, conducting initial pre-screen calls, scheduling interviews and candidate communication.
• Track and ensure there is follow up and communication around any asks of the team/teammates.
• Review and approve people and budget requests including PTO, timecards, expense tracking and approval, travel and entertainment budget, marketing, spot bonuses, and provide monthly/quarterly budget reports to the MD. Ensure appropriate staffing during peak days for Client Service.
• Coordinate and advise on team member movement to the MD, including updating seating and location assignments as needed. 

Your Role - Regional Office Organization & Oversight:

• Anticipate, delight and personalize each guests’ experience in our space from the moment they arrive; notify the Brighton Jones team and offer refreshments.
• Office aesthetic execution; ensure the workplace is organized, tidy, and well decorated including conference rooms, kitchen, and other common spaces.
• Ensure appropriate handling and routing of incoming phone calls
• Oversee office logistics including deliveries, mail, and shipments
• Monitor and facilitate the use of conference rooms and manage scheduling conflicts.
• Organize local vendors.
• Manage shipping, printing, courier scheduling, scanning and large order purchases.
• Issue building security items such as keys and access cards.
• Own and manager supply lifecycle; making purchasing decisions and maintain inventory levels and keeping supplies organized
• Maintain the optimal functions of our space and equipment, including technology, service and repairs calls.
• Partner with MD on office space planning and expansion or move projects by helping manage timelines, logistics, and communication. 

Skills & Experience:

• 2-3 years of relevant experience in a similar role or industry. Project management experience within the financial services industry preferred. 
• Bachelor's degree required. 
• Demonstrated ability to prioritize work independently, apply sound judgment, and manage multiple operational initiatives simultaneously.
• Highly adaptable, decisive, responsive, and ability to think strategically.
• High attention to detail and ability keep things organized while managing competing priorities.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility

Pay: Competitive annual salary.
 
 
Ownership & Financial Wellbeing
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
 
Time & Flexibility
Minimum 3 weeks PTO starting Day 1
Winter Break, Summer Friday flex-days, and 10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
 
Growth & Development
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
 
Connection & Community
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
 
Family & Milestones
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years