Personal Bookkeeping & Admin Assistant

Riggs Distributing, Inc•Burlingame, CA

About The Position

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. 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. This is a part-time position supporting the CEO directly and coordinating with external accountants, financial institutions, and internal Accounts Payable as needed.

Requirements

A minimum of 5 years’ experience providing personal or executive-level administrative support
Bachelor’s degree preferred but not essential if individual can demonstrate more than 5 years’ experience in supporting high level executives
Strong bookkeeping and financial reconciliation experience
Proficiency in QuickBooks
High attention to detail and organizational skills
Strong computer skills particularly Microsoft office (Word, Excel and PowerPoint), Outlook and internet/Web search
Ability to work independently and manage confidential information with discretion
Professional judgment when handling sensitive personal matters
Excellent spelling, punctuation, grammar and other English language skills
Must have a clean driving record

Responsibilities

Pay invoices for personal properties, including utilities and property taxes
Receive monthly mortgage statements and enter transactions into QuickBooks
Balance personal bank statements in QuickBooks by the 10th of each month
Deposit incoming checks into appropriate accounts and log transactions in QuickBooks
Prepare Profit & Loss reports in QuickBooks each February for annual tax reporting
Maintain organized financial records and documentation for annual tax preparation
Ensure all tax-related documents are complete and ready for submission to external accountants
Reconcile personal credit card statements each month
Submit business-related expenses to Accounts Payable for reimbursement
Review and forward membership invoices for payment
Process wire transfers for personal transactions
Process wire transfers for business-related transactions (investments, mortgage deposits)
Print and organize financial statements.
Provide copies of financial statements to the CEO as requested
Maintain well-organized and up-to-date filing systems (digital and physical)
Track, organize, and safeguard sensitive personal and financial documents
Support ad hoc personal and administrative projects as requested by the CEO