Personal Bookkeeping & Admin Assistant

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    "requisitionDescription": "<p data-pasted=\"true\" style=\"text-align: center;\"><strong><span style=\"font-size: 16px;\">Personal Bookkeeping &amp; Administrative Assistant&nbsp;</span></strong></p><p style=\"text-align: center;\"><strong><span style=\"font-size: 16px;\">Job Description</span></strong></p><p>Riggs Distributing, Inc. is a luxury appliance distributor based in Burlingame, California. We distribute Sub-Zero, Wolf, Cove, and Best Hoods appliances throughout Northern California, Western Nevada, and Hawaii. Associates at Riggs Distributing must contribute towards our company values of Be Bold. Be Open. Be Gracious. Be ALL IN. Our core focus is to deliver exceptional support through quality interactions and amazing experiences.</p><p>This role provides confidential personal and administrative support to the CEO, with a strong emphasis on bookkeeping, financial coordination, and personal account management. The position requires a high level of trust, discretion, accuracy, and the ability to work independently while managing sensitive personal and financial matters.</p><p>This is a part-time position supporting the CEO directly and coordinating with external accountants, financial institutions, and internal Accounts Payable as needed.</p><p><strong>Responsibilities, Expectations, and Key Processes include but are not limited to:</strong></p><p><strong><em>Core Responsibilities</em></strong></p><p><strong>Personal Bookkeeping &amp; Financial Management</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Pay invoices for personal properties, including utilities and property taxes</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Receive monthly mortgage statements and enter transactions into QuickBooks</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Balance personal bank statements in QuickBooks by the 10th of each month</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Deposit incoming checks into appropriate accounts and log transactions in QuickBooks</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Prepare Profit &amp; Loss reports in QuickBooks each February for annual tax reporting</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Maintain organized financial records and documentation for annual tax preparation</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Ensure all tax-related documents are complete and ready for submission to external accountants</p><p>________________________________________</p><p><strong>Expense &amp; Account Reconciliation</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Reconcile personal credit card statements each month</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Submit business-related expenses to Accounts Payable for reimbursement</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Review and forward membership invoices for payment</p><p>________________________________________</p><p><strong>Banking, Investments &amp; Wire Transfers</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Process wire transfers for:</p><p>o<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Personal transactions</p><p>o<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Business-related transactions (investments, mortgage deposits)</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Print and organize financial statements.&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Provide copies of financial statements to the CEO as requested</p><p>________________________________________</p><p><strong>Administrative &amp; Organizational Support</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Maintain well-organized and up-to-date filing systems (digital and physical)</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Track, organize, and safeguard sensitive personal and financial documents</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Support ad hoc personal and administrative projects as requested by the CEO</p><p><br></p><p><strong>Job Requirements:</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>A minimum of 5 years&rsquo; experience providing personal or executive-level &nbsp;administrative support</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Bachelor&rsquo;s degree preferred but not essential if individual can demonstrate more than 5 years&rsquo; experience in supporting high level executives&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Strong bookkeeping and financial reconciliation experience</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Proficiency in QuickBooks</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>High attention to detail and organizational skills</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Strong computer skills particularly Microsoft office (Word, Excel and PowerPoint), Outlook and internet/Web search</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Ability to work independently and manage confidential information with discretion</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Professional judgment when handling sensitive personal matters</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Excellent spelling, punctuation, grammar and other English language skills&nbsp;</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Must have a clean driving record</p><p><br></p><p><strong>Guidelines for Success:</strong></p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Demonstrates resilience and sound judgment in complex situations</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Curious and thoughtful, seeking understanding and better solutions</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Builds trust through active listening and effective influence</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Communicates clearly and professionally across all interactions</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Anticipates needs and proactively offers solutions</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Brings practical insights and connects information effectively</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Operates with ownership, accountability, and a business-minded approach</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Collaborates well and contributes positively to the team</p><p><br></p><p><strong>Physical Requirements:</strong></p><p>Riggs Distributing, Inc. strives to promote employee health and wellness by paying special attention to prevention of accidents in the workplace which may result in property damage, injuries, or loss of life. We support team members working safely and ask everyone to report any safety or health concerns that could reasonably be encountered while performing their role at a Riggs-owned location or while working from home.</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>An ergonomic checklist will be provided at the time of hire to identify risks of injury and ensure that environments are maximized for comfort and productivity</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Must be able to perform general functions and responsibilities in an office environment with adequate lighting and ventilation and a normal range of temperature and noise level</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>While performing the functions and duties of this job, employee is regularly required to sit, reach with hands and arms, walk, and talk or hear</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>This job requires some stooping, kneeling, bending, and use repetitive motions</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Must be able to occasionally lift and/or move up to 25 lbs</p><p>&bull;<span style=\"white-space:pre;\">&nbsp; &nbsp;&nbsp;</span>Moderate dexterity application of basic skills to use calculator, keyboard, phone, and hand/eye coordination</p><p><br></p><p><br></p><p><br></p><p><br></p><p><span style=\"white-space: pre; white-space: normal;\">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></p><p><br></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Tw Cen MT\",sans-serif;margin:0in;color:black;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>&nbsp;</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Tw Cen MT\",sans-serif;margin:0in;color:black;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>&nbsp;</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Tw Cen MT\",sans-serif;margin:0in;color:black;'><strong><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>&nbsp;</span></strong></p><p style='margin-right:0in;margin-left:.5in;font-size:16px;font-family:\"Tw Cen MT\",sans-serif;margin:0in;color:black;text-align:justify;'><span style='font-size:15px;font-family:\"Calibri\",sans-serif;'>&nbsp;</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Calibri\",sans-serif;margin-top:0in;margin-bottom:8.0pt;font-size:11.0pt;'><span style=\"font-size:16px;font-family:Calibri;\">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></p>\n",
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