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Bilingual Personal Assistant - Supreme
Financial Services

Supreme Financial Services is seeking a highly organized and detail-oriented individual with bilingual proficiency in English and Spanish to fill the role of Financial Services Personal Assistant. The successful candidate will have strong communication and computer skills, as well as a knowledge of the financial industry. The Personal Assistant will be responsible for managing multiple tasks and deadlines, communicating with clients, and handling sensitive client information.
  • Provide administrative support, including scheduling appointments, managing emails and correspondence, preparing reports and documents, and maintaining client database
  • Assist with the preparation of financial plans and presentations, and tax returns and other tax-related documents
  • Handle travel arrangements and expense reports for the financial advisor/tax preparer and team Manage the financial advisor/tax preparer's personal schedule and appointments
  • Answer client inquiries and provide excellent customer service in both English and Spanish
  • Maintain office supplies and assist with other general office tasks as needed
  • Coordinate meetings and events for the financial advisor/tax preparer and team
  • Assist with the onboarding process for new clients and team members
  • Maintain confidentiality of client and company information

Requirements:

  • Fluency in both English and Spanish
  • Prior experience as a personal assistant in the financial/tax industry preferred
  • Strong organizational skills and attention to detail
  • Excellent communication skills, both verbal and written
  • Ability to work independently with minimal supervision
  • Proficiency in Microsoft Office and other office software
  • Willingness to learn about financial/tax laws and regulations as needed Knowledge of financial/tax laws and regulations preferred
  • Customer service experience
  • Strong time management and multitasking skills
  • Professional and courteous demeanor
  • Ability to work well under pressure and meet deadlines
Supreme Financial Services offers a competitive salary package and benefits, as well as opportunities for professional development. If you meet these requirements and are interested in joining our team, please file the application below.

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Supreme Financial Services is dedicated to helping our employees reach their full potential. Our company culture encourages individuals to put their skills to use, creating new ideas and making an impact within the financial industry.

Most people can’t get their head around their finances, this is why we are your one stop shop to your financial solution.
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407-257-5267

39 N 6th st, Haines City Fl 33844 supremefmservice@gmail.com

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