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Bilingual Executive Assistant (English/Spanish)

Key Facts

Remote From: 
Part time
Mid-level (2-5 years)
Spanish, English

Other Skills

  • •
    Spreadsheets
  • •
    Scheduling
  • •
    Microsoft Excel
  • •
    Microsoft Word
  • •
    Calmness Under Pressure
  • •
    Communication
  • •
    Time Management
  • •
    Proactivity
  • •
    Detail Oriented
  • •
    Prioritization

Roles & Responsibilities

  • 3+ years of experience as an Executive Assistant supporting US clients
  • Fully bilingual in English and Spanish with professional verbal and written fluency
  • Experience in mortgage, banking, real estate, or financial services
  • Proficiency in MS Office (Excel/Word), Google Workspace, and CRM systems

Requirements:

  • Manage complex executive calendars, Zoom coordination, and meeting prioritization
  • Speak directly with clients in English and Spanish to schedule financial evaluation meetings
  • Handle confidential financial and compliance-related documentation with high discretion
  • Maintain and update CRM systems and client tracking spreadsheets with high accuracy

Job description

Bilingual Executive Assistant (English/Spanish)

We are seeking a highly structured Bilingual Executive Assistant (English/Spanish) to support a U.S.-based executive in the mortgage and real estate finance sector. This role requires an operationally disciplined professional capable of managing confidential financial data in a fast-paced, production-driven environment.

Key Responsibilities

  • Manage complex executive calendars, Zoom coordination, and meeting prioritization.
  • Speak directly with clients in English and Spanish to schedule financial evaluation meetings.
  • Handle confidential financial and compliance-related documentation with high discretion.
  • Maintain and update CRM systems and client tracking spreadsheets with high accuracy.
  • Prepare executive reports and documentation to support mortgage origination workflows.
  • Participate in weekly performance reviews and priority alignment meetings to track KPIs.

Candidate Requirements

  • Minimum 3+ years of experience as an Executive Assistant supporting US clients.
  • Fully bilingual in English and Spanish with professional verbal and written fluency.
  • Prior experience in mortgage, banking, real estate, or financial services.
  • Expert proficiency in MS Office (Excel/Word), Google Workspace, and CRM systems.
  • Proven ability to work proactively and manage priorities in a high-pressure environment.

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