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Job Title: Administrative Assistant

About the Company:

Our client is a U.S. financial services company that provides business loans, working capital, equipment financing, and commercial real estate financing to business owners and real estate investors throughout the United States. The company operates in both English and Spanish.

Job Description:

Our client is hiring one full-time, remote assistant to support their daily office operations during U.S. Eastern business hours. This role involves answering incoming calls and emails in English and Spanish, organizing client files and documents, and following up on missing information. The majority of the work consists of routine administrative and customer-service support, with complex or important tasks being escalated to management.

Responsibilities of the role:

• Answer incoming calls and emails in English and Spanish.

• Keep client files and documents organized.

• Follow up on missing information.

• Provide routine administrative and customer-service support.

Required Experience and Qualifications:

• Fluency in both English and Spanish (written and spoken).

• Experience in administrative or customer service roles.

• Professional telephone manner and good written English

• Attention to detail, organization and follow-through

• Reliable and punctual; able to work independently after training

Preferred Skills:

• Experience in the financial services industry.

Personality:

• Detail-oriented.

• Reliable and punctual.

• Proactive and able to work independently.

Software & Tools:

• Proficiency in standard office software (e.g., Gmail, Google Workspace, spreadsheets).

• CRM systems (Pipedrive, Monday.com, HubSpot)

Schedule:

Full-time

U.S. Eastern business hours

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.