Family Office - Senior Client Administrator
Listed on 2026-10-18
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Administrative/Clerical
Office Administrator/ Coordinator
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including ’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #One Team.
As a critical member of the Family Office Client Service team, you will partner closely with Lead Advisors and other members of the client team to deliver an exceptional experience for our most strategic and complex families.
This is a highly client-facing role requiring sound judgment, discretion, independent decision-making, and exceptional attention to detail. You will regularly work with highly confidential financial, legal, and personal information and will be expected to anticipate client needs, evaluate complex situations, recommend solutions, and drive work through completion.
As a Senior Client Service Administrator, you will also serve as a resource to the broader team by providing operational leadership, maintaining high standards of quality and accuracy, and helping develop and support other Client Service Administrators.
Take our Values in Action Self-Assessment to see how our values align!
Your Role - Strategic Client Partnership- Partner closely with Lead Advisors and client teams to support the unique and evolving needs of high-net-worth and ultra-high-net-worth families.
- Provide administrative and operational oversight for strategic and complex Family Office and Multi-Family Office relationships.
- Serve as a primary point of contact for clients, family members, custodians, and external partners on operational and tactical service matters.
- Attend client meetings as appropriate, actively listen for needs and decisions, identify follow-up actions, and drive timely execution.
- Anticipate client and advisor needs, assess requests, recommend appropriate courses of action, and independently resolve issues within the scope of the role.
- Coordinate across internal and external partners to ensure client priorities move forward seamlessly and accurately.
- Exercise discretion and sound judgment when working with highly sensitive family, financial, legal, and personal information.
- Lead administrative execution for client onboarding, implementation, ongoing maintenance, and other complex family needs.
- Prepare, review, and process documentation related to account openings, asset movement, client maintenance, and other operational activities.
- Manage money movement requests, including capital calls, distributions, journals, trades, wires, transfers, and other complex transactions, ensuring accuracy, appropriateness, and adherence to established processes.
- Gather, organize, analyze, and maintain client data within Salesforce and other firm systems, ensuring records remain complete, accurate, and current.
- Manage complex calendaring, client meeting coordination, and other logistical needs involving clients, advisors, family members, and external partners.
- Prepare client meeting materials, capture decisions and action items, and ensure follow-up work is completed accurately and on time.
- Respond to requests from clients, advisors, and team members with a high level of responsiveness, ownership, and follow-through.
- Help oversee the client experience…
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