What are the responsibilities and job description for the Executive Assistant/Receptionist position at BGSF?
Job Description
Executive Assistant/Receptionist –
Looking for an experienced Executive Assistant to join the team. The right candidate will join a team that prides itself on outstanding client service, sophisticated technology, and personalized investment advice. This position is in an office.
Skills
Executive Assistant/Receptionist –
Looking for an experienced Executive Assistant to join the team. The right candidate will join a team that prides itself on outstanding client service, sophisticated technology, and personalized investment advice. This position is in an office.
Skills
- An undergraduate degree is preferred but not needed.
- Microsoft Suite, Including Calendar Management
- QuickBooks
- Expert diligence
- Strong client service, communication, time management, and organizational skills
- Experience with talking with and helping clients and supporting senior executives.
- Willingness to learn modern technology.
- Greet clients and visitors.
- Answer phones and direct calls to the proper personnel
- Support office personnel by keeping calendars, booking trips, making reservations, etc.
- Prepare reports and execute mailings for clients and advisors including quarterly performance, tax, and portfolio reviews.
- Maintain QuickBooks including Accounts Payable, Bank Reconciliations, Expense Reports, and 1099s
- Lead organization of Client and Employee Events
- Lead communication with Building Management, Vendors, Suppliers, etc.
- Maintaining a clean and organized office environment Compensation is equal to experience.
