Bilingual Office Assistant (English / Spanish)

Bilingual Office Assistant (English/Spanish) – Remote
Location: Remote (Work from Home)
Employment Type: Full-Time
Salary: Competitive, based on experience

About Us:
Astwood Insurance & Financial Services is a fast-growing firm specializing in insurance, tax preparation, bookkeeping, fractional CFO services, and immigration solutions. We help business owners and individuals with proactive financial strategies, with a strong focus on serving the Latino business community.

We are seeking a Bilingual Office Assistant (English/Spanish) to join our team. This individual will play a crucial role in supporting daily operations, assisting clients, and ensuring smooth office workflow—all while working remotely.

Responsibilities:
Client Support & Communication:

Professionally greet and assist clients via phone, email, and video calls.
Handle inquiries related to insurance, tax, and financial services, ensuring excellent customer service.
Schedule appointments and follow up with clients regarding documentation and service updates.
Administrative Support:

Maintain and organize client records and important documents.
Perform data entry, reporting, and CRM database management.
Assist with processing mail, invoices, and other administrative tasks.
Insurance & Financial Services Assistance:

Help clients with initial intake forms and gather required documents.
Provide basic information on insurance policies, tax services, and bookkeeping.
Follow up on policy renewals, payments, and service updates.
Marketing & Outreach:

Assist in client outreach campaigns via phone, email, and text.
Support social media efforts and community engagement initiatives.
Help prepare materials for virtual presentations and client meetings.
Qualifications:
Fluent in English and Spanish (speaking, reading, and writing).
Prior experience in an office assistant, customer service, or administrative role (preferably in insurance, tax, or financial services).
Strong organizational skills with keen attention to detail.
Proficiency in Microsoft Office (Word, Excel, Outlook) and ability to learn CRM systems.
Excellent verbal and written communication skills.
Ability to work independently in a remote environment and manage multiple tasks.
Professional, friendly, and customer-service oriented.
Why Join Us?
? Remote position – work from the comfort of your home.
? Competitive pay with potential for performance-based bonuses.
? Gain experience in multiple financial service areas.
? Supportive team environment with training and career growth opportunities.

???? How to Apply:
Interested candidates should submit their resume and a brief cover letter explaining why they are a great fit for this position to Jason Astwood at Upgrade to see actual info