Executive Assistant, Bank Sales
@ BHG FinancialExecutive Assistant, Bank Sales
This job is still taking applications, but it's been up a while.
About the job
BHG Financial is a leader in financial services, providing innovative solutions and personalized service to professionals, small businesses, and banks. The role supports sales teams, manages schedules, and handles client interactions in a collaborative, growth-focused environment based in Syracuse, NY.
Requirements
- 2+ years sales support experience
- Strong communication skills
- Excellent time management
- Organization and multitasking skills
- Trustworthiness with sensitive info
Qualifications
- Bachelor's degree preferred
- Located in or near Syracuse, NY
- Ability to build relationships
- Proactive and detail-oriented
Full job description
What You'll Do
- Provide day to day assistance with administrative requests.
- Format information for internal and external communication – memos, emails, presentations, reports
- Take memos, maintain files, and organize, and collate documents as needed
- Prepare reports, presentations, and data, as well as maintain files, records, and correspondence for meetings
- Organize and maintain the teams filing system
- Arrange travel, accommodations, itineraries, and all correspondence related to arrangements as needed
- Plan, organize and implement events, such as meetings, business luncheons, or client dinners
- Manage executive schedule and act as a liaison between other departments,
- Managing executives’ calendars and set up meetings
- Provide day to day monitoring of reports
- Serve as the point person to provide customer service to our bank clients as it relates to loan sale documentation
- Perform client on-boarding calls
- Transcribe call recordings
- Managing information flow in a timely and accurate manner
- Responsibilities will also include online/over the phone prospecting lead generations through outbound call campaigns,
What You'll Need
- Bachelors Degree Preferred
- 2+ years experience in a sales support role, ideally
- Must be located in or near Syracuse, NY to come into the office a couple times a week.
- Communication skills: Deciding which messages and which questions need to go directly to your executive and which need to redirected or handled in some other way. This involves the ability to quickly glean information from those demanding time from their executive.
- Time management: Skilled in managing your executives time as well as managing your own time.
- Trustworthiness: In this position you will often have access to sensitive information, need to be fully trusted
- Multitasking: You will be regularly handling more than one task at a time while keeping tabs on executives schedules and keeping them on track.
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