Bilingual Office Assistant

Type: 1099 Contractor ( Full-Time)

About Us

We are two advisors with a growing financial services practice within New York Life, helping families and small business owners with life insurance, investments, and financial planning. Our clients are primarily Spanish-speaking or bilingual, and we provide high-touch, relationship-focused service.

About the Role

We are looking for a bilingual (Spanish/English) Client Coordinator who is highly organized, proactive, and comfortable following up with clients.

This role is critical to keeping business moving—you will help ensure applications, paperwork, and client requests are completed efficiently.

Key Responsibilities

• Manage client follow-ups for applications, documents, signatures, and payments

• Track and update case status in Salesforce (CRM)

• Microsoft office proficiency (word, excel and outlook) a must.

• Adaptability to technology a must

• Communicate with clients in Spanish and English (phone, text, email)

• Support new business and ongoing service requests

• Help keep cases moving from start to completion

What We’re Looking For

• Fluent in Spanish and English (required)

• Strong follow-up skills (you are comfortable reminding clients multiple times)

• Organized and detail-oriented

• Able to manage multiple tasks and deadlines

• Positive, professional communication style

Ideal Candidate

• Takes initiative and doesn’t wait to be told every step

• Comfortable speaking with clients and guiding them through next steps

• Interested in growing with a business long-term

Experience

• Phone etiquette: 2 years (Required)

• Customer Relationship Management or Service (Required)

• Microsoft Office (Required)
• CRM Experience (Preferred)