Brighton Jones
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The Staff Accountant will manage accounting for multiple legal entities, including journal entries and reconciliations. Responsibilities include assisting with annual audits, preparing monthly reconciliations, and processing credit card transactions. The role involves delivering high-quality service and ensuring accuracy in financial reporting.
The Executive Assistant will provide comprehensive support to the Senior Lead Advisor, handling tasks related to administration, project management, team events, travel logistics, and budget tracking. The role emphasizes collaboration, support, and operational efficiency within the team.
As an Associate Advisor - Analyst, you will support client service teams by managing daily responsibilities, analyzing client portfolios, and crafting strategic recommendations. Your tasks include preparing deliverables, conducting spreadsheet analyses for financial topics, attending client meetings, and coordinating tax execution for clients.
The Senior Program Manager will oversee strategic projects from inception to execution, ensuring timely completion within scope and budget while managing stakeholder communication and project progress. Responsibilities include developing project plans, monitoring budgets, conducting debriefs, and driving cross-team initiatives aligned with company objectives.
The Lead Advisor is responsible for managing client relationships, developing comprehensive wealth management strategies, and ensuring high client satisfaction. This role involves communicating value propositions, leading service teams, and collaborating with legal and financial professionals to secure new business opportunities.
The Fund Accountant will manage day-to-day accounting for private markets funds, prepare financial statements and regulatory filings, facilitate capital calls and distributions, and oversee audits. Additionally, they will handle accounting for donor-advised funds and improve workflows related to client donations.
As an Advisor, you will manage client service teams, ensuring timely communication and support for client acquisition, implementation, and retention. Responsibilities include analyzing client portfolios, preparing meeting deliverables, conducting financial analyses, strategizing trades, and contributing to client meetings while mentoring the team.