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Role Description

We are seeking a highly structured Bilingual Premium Executive Assistant 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.

• 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.

Qualifications

• Minimum 7+ 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.