Bilingual Receptionist / Customer Service Associate

Job Description

Job Description

Asegure Su Legado LLC

Asegure Su Legado is a financial services firm that helps individuals and families with financial and retirement planning and estate planning coordination. We are seeking a friendly, organized Receptionist / Customer Service Associate to welcome clients, manage calls and appointments, and support the daily operations of our office.

Key Responsibilities

• Greet clients and visitors, assist with check-in, and notify the appropriate team member when they arrive.
• Answer inbound calls, respond to routine questions, take accurate messages, and route inquiries to the appropriate team member.
• Make outbound calls to clients and prospective clients to schedule appointments, confirm meetings, and follow up on requests or missing information.
• Schedule and reschedule appointments, maintain office calendars, and send appointment reminders.
• Enter and update client and prospect information in the firm’s CRM, including contact details, call notes, and follow-up tasks.
• Draft and proofread routine correspondence, appointment confirmations, and client forms using firm-approved templates and staff instructions.
• Organize, scan, and file client documents. Handle confidential personal and financial information in accordance with firm procedures.
• Refer questions about financial recommendations, products, or account decisions to the appropriate advisor.

Qualifications

• Clear, professional communication skills in person, over the phone, and in writing.
• Strong attention to detail and the ability to manage multiple appointments, calls, and follow-up tasks.
• Comfortable using email, calendars, word processing software, and CRM systems.
• Prior experience in reception, customer service, or administrative support preferred.
• Bilingual English and Spanish skills preferred.
• Financial services experience is a plus.

ASEGURE SU LEGADO LLC is a full services financial firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.

We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.

Company Description

ASEGURE SU LEGADO LLC is a full services financial firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.