Executive Assistant, Bank Sales

About Us

In 2001, BHG Financial started with an idea, an opportunity, and $25,000, initially serving the medical industry. With healthcare in our heritage, we expanded to serve high-earning professionals across many industries, providing leading-edge financial solutions, including our extensive network of community banks. Today, BHG Financial is a leader in the financial services space, dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to customer success has driven our growth. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Our focus on data, analytics, and proprietary modeling enables faster funding for our customers. From business to personal loans, the country’s top professionals and business owners rely on us for exceptional financial solutions and concierge service.

Who You Are

The ideal candidate thrives on building and maintaining relationships, possesses strong organizational and time management skills, and is primed for growth while working closely with their sales manager. You must be located in or near Syracuse, NY to come into the office a couple times a week.

Responsibilities

• Provide day-to-day assistance with administrative requests
• Format information for internal and external communication (memos, emails, presentations, reports)
• Take memos, maintain files, organize, and collate documents
• Prepare reports, presentations, and data; maintain files, records, and correspondence for meetings
• Organize and maintain the team’s filing system
• Arrange travel, accommodations, itineraries, and related correspondence
• Plan, organize, and implement events such as meetings, business luncheons, or client dinners
• Manage executive schedules and act as a liaison between departments
• Set up meetings and manage executives’ calendars
• Provide day-to-day monitoring of reports
• Serve as the point person for customer service to bank clients regarding loan sale documentation
• Perform client on-boarding calls
• Transcribe call recordings
• Manage information flow in a timely and accurate manner
• Conduct online/over-the-phone prospecting and lead generation through outbound call campaigns

Requirements

• Bachelor’s degree preferred
• 2+ years of 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

Skills

• Communication: Ability to decide which messages or questions require direct executive attention and which can be redirected or handled otherwise; quickly gleaning relevant information
• Time management: Skilled in managing both your own time and your executive’s time
• Trustworthiness: Access to sensitive information requires full trust
• Multitasking: Regularly handle multiple tasks while keeping track of executive schedules

Life at BHG Financial

At BHG Financial, we work hard and embrace risk-taking. Our core values—Positive Mental Attitude (PMA), teamwork, and loyalty—drive every interaction. We respect the daily grind but prioritize work/life balance. Leadership is actively involved in both strategic oversight and employee well-being and growth. We believe all employees should have opportunities to lead, and good ideas can come from anyone.

Benefits

• Medical, prescription, dental, and vision coverage for employees and eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies celebrating top achievers with additional bonuses
• Ongoing volunteer opportunities through our BHG Cares program