Are you ready to join a fast-growing team that values productivity and is known for an award-winning culture focused on turning talented employees into capable business leaders? If so, BHG Financial is the right place for you.

In 2001, we began with an idea, an opportunity, and $25,000. At the time, we focused exclusively on serving the medical industry. With healthcare at the core of our roots, we quickly expanded to support high-earning professionals in many other fields, offering advanced financial solutions—including our extensive network of community banks.

Today, BHG Financial is firmly established as a leader in financial services. Built on the belief that there’s a better way to borrow, we help accomplished professionals, small businesses, and institutions grow their success through innovative financial solutions, a seamless process, and personalized concierge service.

Our ongoing commitment to our customers’ success has helped BHG Financial thrive. We take a complete, 360-degree view of our customers to match them with the best options for their financial goals. Today’s professionals often have multiple income streams—not just a paycheck—so responsible lending must account for that reality. By continuing to invest in data, analytics, and proprietary modeling, we’re able to fund customers faster.

Whether it’s business or personal loans, and our partnerships with community banks, top professionals and business owners across the country rely on us for exceptional financial solutions and concierge service that support their long-term success and legacy.

**Who You Are**
Building and maintaining strong relationships is essential. This role requires organization, time management, and the ability to execute effectively. The person selected for this position will be set up for growth and success while working closely with their sales manager.

**Location:** You must live in or near Syracuse, NY and be able to come into the office a couple of times per week.

**What You’ll Do**
– Provide day-to-day support for administrative requests
– Format information for internal and external communications (memos, emails, presentations, and reports)
– Take meeting notes, maintain files, and organize and compile documents as needed
– Prepare reports, presentations, and data, and maintain records and correspondence for meetings
– Organize and maintain the team’s filing system
– Arrange travel, accommodations, itineraries, and related correspondence as needed
– Plan, organize, and help implement events such as meetings, business lunches, and client dinners
– Manage the executive schedule and serve as a liaison with other departments
– Manage executives’ calendars and schedule meetings
– Monitor reports day to day
– Act as the main contact for customer service for our bank clients related to loan sale documentation
– Conduct client onboarding calls
– Transcribe call recordings
– Ensure information is delivered accurately and on time
– Assist with online/phone prospecting and lead generation through outbound call campaigns

**What You’ll Need**
– Bachelor’s degree preferred
– 2+ years of experience in a sales support role, ideally
– Must live in or near Syracuse, NY to come into the office a couple of times per week
– **Communication skills:** Know which matters should go directly to your executive and which should be redirected or handled another way, including quickly identifying the key information others are bringing to your executive
– **Time management:** Skilled at managing both your own time and your executives’ time
– **Trustworthiness:** You will often have access to sensitive information and must be fully trusted
– **Multitasking:** You will regularly manage multiple tasks while keeping track of executives’ schedules and helping them stay on track

**Life at BHG Financial**
At BHG Financial, we work hard and aren’t afraid to take smart risks. Since the beginning, our core values—PMA (positive mental attitude), teamwork, and loyalty—have guided every interaction we have with both colleagues and customers. We respect the day-to-day grind, but we also value work-life balance. We believe every employee should have the opportunity to lead and that great ideas can come from anywhere. Our leaders are involved not only in strategic oversight and running the business, but also in supporting the well-being and growth of all employees. People are our #1 asset—we help employees reach their full potential, set and exceed goals, and find new opportunities for personal and professional development.

**Why You Should Join BHG Financial**
We aim to provide amenities, opportunities, events, and programs that match what our teams care about—while strengthening the culture that has earned us Great Place to Work® certification. Benefits you can expect include:
– Medical, Rx, dental, and vision coverage for employees and eligible family members
– Competitive PTO and vacation policies
– One Friday off each month for Wellness Weekends
– A company 401(k) plan with employer contributions after one year
– Company-sponsored training and certification opportunities
– Quarterly award ceremonies honoring top performers with additional bonuses
– Ongoing volunteer opportunities through our BHG Cares program to give back to the community

If you’re ready for a career where you can pursue your passions, work alongside colleagues who are committed to service, and thrive in a team-focused environment, apply today!

BHG Financial is committed to fair and equal treatment in all aspects of recruiting, selection, and employment, regardless of gender, race, religion, national origin, ethnicity, disability, gender identity or expression, sexual orientation, veteran or military status, or any other protected characteristic under the law. We are an equal opportunity employer committed to building an inclusive community and maintaining an environment free from discrimination, harassment, and retaliation.