Senior Bilingual Executive Assistant

We are looking for a highly structured, bilingual (English/Spanish) Executive Assistant to support a U.S.-based executive operating in the mortgage origination and real estate finance sector.

This role requires someone who brings structure, accountability, and operational discipline into a fast-paced financial services environment. You must be comfortable handling confidential financial information, managing executive priorities, and operating in a production-driven setting.

This is not a reactive admin role. We are looking for someone proactive, organized, and solution-oriented.

Key Responsibilities

• Supporting executive-level daily operations and calendar management
• Speaking with clients (English & Spanish) to schedule evaluation meetings
• Coordinating meetings, Zoom calls, and calendar invites
• Managing CRM updates and client tracking systems
• Handling confidential financial and compliance-related information
• Preparing reports, spreadsheets, and executive documentation
• Prioritizing tasks in a production-driven mortgage environment
• Participating in weekly performance review and priority alignment meetings

Required Qualifications

• Minimum 2 years of experience supporting a U.S.-based executive
• Prior experience in mortgage, banking, real estate, or financial services (strongly preferred)
• Fully bilingual in English and Spanish (verbal & written)
• Experience communicating with clients via phone and email
• High proficiency in:
  • MS Office (Excel, Word, Outlook, Teams)
  • Google Workspace
  • CRM systems
  • Zoom
  • Calendar management systems
• Strong time-management and prioritization skills
• Close attention to detail
• Experience handling confidential financial information
• Proactive mindset (anticipates needs)
• Comfortable working in a fast-paced, production-focused environment
• Must be available during Eastern Time business hours