Personal Bookkeeping & Admin Assistant

Personal Bookkeeping & Administrative Assistant

Job Description

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.

Responsibilities, Expectations, and Key Processes include but are not limited to:

Core Responsibilities

Personal Bookkeeping & Financial Management
• 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

Expense & Account Reconciliation
• Reconcile personal credit card statements each month
• Submit business-related expenses to Accounts Payable for reimbursement
• Review and forward membership invoices for payment

Banking, Investments & Wire Transfers
• Process wire transfers for:

o Personal transactions

o Business-related transactions (investments, mortgage deposits)
• Print and organize financial statements.
• Provide copies of financial statements to the CEO as requested

Administrative & Organizational Support
• 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

Job 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

Guidelines for Success:
• Demonstrates resilience and sound judgment in complex situations
• Curious and thoughtful, seeking understanding and better solutions
• Builds trust through active listening and effective influence
• Communicates clearly and professionally across all interactions
• Anticipates needs and proactively offers solutions
• Brings practical insights and connects information effectively
• Operates with ownership, accountability, and a business-minded approach
• Collaborates well and contributes positively to the team

Physical Requirements:

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.
• 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
• 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
• 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
• This job requires some stooping, kneeling, bending, and use repetitive motions
• Must be able to occasionally lift and/or move up to 25 lbs
• Moderate dexterity application of basic skills to use calculator, keyboard, phone, and hand/eye coordination