Executive Assistant

About Us

We are a growing accounting and advisory firm providing high-level tax, compliance, and corporate services to entrepreneurs, investors, and service-based businesses. Alongside our firm, we operate a virtual office platform that supports clients with business infrastructure, mail handling, and administrative solutions.

We are seeking a highly organized, proactive Executive Assistant who thrives in a fast-paced professional environment and can become a central point of coordination for daily operations and client communications.

Position Overview

This role goes beyond traditional administrative support. You will work directly with the firm's leadership team to manage workflows, maintain client relationships, and ensure that internal and external processes run smoothly.

Strong English communication skills (written and spoken) are required, as you will interact with clients regularly by phone and email.

Key Responsibilities

Executive & Administrative Support

Support the owners with daily administrative tasks and client communications

Manage calendars, schedule meetings, calls, and appointments

Coordinate internal and external meetings, including logistics and follow-ups

Assist with email management and response coordination

Client & Firm Operations

Handle incoming calls and direct inquiries professionally in English

Assist with the onboarding and in-processing of new virtual office and accounting clients

Prepare engagement letters and basic client documents using firm templates

Organize and maintain digital client files, records, and forms

Follow up with clients regarding invoices, payments, and pending documents

Virtual Office Coordination

Assist in managing incoming mail and correspondence for virtual office clients

Track requests and ensure timely handling and notifications

Maintain accurate client records and service activity

Content & Project Coordination

Help identify and organize content and media topics on a weekly/monthly basis

Coordinate logistics for recordings, meetings, and content creation sessions

Support project tracking and task follow-ups

Qualifications

Fully bilingual: fluent English (spoken and written) and Spanish

Proven experience as an Executive Assistant, Administrative Assistant, or similar role

Strong organizational and time-management skills

Excellent written and verbal communication

High level of professionalism and client-service mindset

Ability to manage multiple priorities and meet deadlines

Tech-savvy and comfortable with digital tools (CRM, Google Workspace, project management platforms, etc.)

Experience in an accounting firm, law firm, or professional services environment is a plus

Core Competencies

Proactive and detail-oriented

Strong follow-up and task ownership

Discretion and confidentiality with sensitive client information

Process-driven and solution-oriented

Calm under pressure and adaptable in a growing firm environment

What We Offer

Opportunity to work directly with firm leadership

Professional growth in a high-level advisory environment

Exposure to accounting, tax, and business operations

Collaborative and fast-evolving workplace

Job Type: Full-time

Work Location: Hybrid remote in Dorado, PR *