Operations Assistant

Responsibilities: Manage the front desk, ensuring a professional and welcoming environment Welcome and greet guests, providing assistance and guidance as needed Handle all incoming calls, directing them to the appropriate person or department Receive and organize incoming letters and packages, distributing them to the relevant departments Prepare outgoing mail, including drafting correspondence and ensuring parcels are securely packaged Maintain updated records and files, ensuring easy access to necessary information Coordinate and schedule meetings and conference rooms as required Aid in the maintenance of client accounts, including managing travel notes, tax certifications, tax reversals, online access, and tracking incoming wires Generate forms and assist in loan processing tasks Undertake ad hoc operational duties as assigned Requirements: Entry-level candidates or those with 1 year of relevant experience Fluency in Spanish, both written and verbal Strong communication and interpersonal skills, with a focus on customer service Proficiency in Microsoft Office Suite, Outlook, Adobe Acrobat, and Docusign Effective problem-solving abilities and capability to manage multiple tasks Tech-savvy with the capacity to adapt to new platforms and proprietary software Ability to navigate complex and challenging situations confidently