Asegure Su Legado

Bilingual Executive Administrative Assistant / Receptionist

A well established financial services firm is seeking a motivated, resourceful, and professional Bilingual Executive Administrative Assistant/Receptionist to join our team. This is a full-time, in-office position ideal for someone who is organized, dependable, and comfortable communicating with clients in both English and Spanish.

Key Responsibilities

• Welcome clients and manage the front reception area
• Answer phone calls, respond to messages, and schedule appointments
• Provide administrative support to executives and financial professionals
• Prepare, organize, scan, and maintain confidential client documents
• Follow up with clients regarding appointments and required documents
• Assist with correspondence, data entry, filing, and general office operations
• Provide notary services as needed
• Help coordinate occasional seminars and client events
• Maintain professionalism and confidentiality at all times

Qualifications

• Bilingual in English and Spanish
• Strong communication, organization, and customer-service skills
• Motivated, resourceful, dependable, and able to take initiative
• Comfortable working independently and managing multiple priorities
• Professional appearance and positive attitude
• Basic knowledge of Microsoft Office, email, and office equipment
• Prior receptionist, executive assistant, or administrative experience preferred
• Current California Notary Public commission preferred but not required; qualified candidates may be trained and assisted with registration
• Experience in financial services, insurance, banking, or a professional office is a plus

Schedule

• Full-time
• In-office position
• Monday through Friday
• Some Saturdays required for seminars or special events

We are looking for someone interested in growing with our firm and becoming an important part of our client-service team.

Asegure Su Legado is a financial services firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.

We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.