Bilingual Admin Assistant & Intake Coordinator (Remote)

About the role

We are looking for a bilingual (English/Spanish) Admin Assistant and Intake Coordinator to support our daily operations remotely. The role combines client intake, document management, and internal coordination to ensure smooth workflow across the team.

Key responsibilities

• Handle client intake calls (under 100 per month) and gather required information.
• Schedule appointments and manage documentation using DocuSign and Calendly.
• Create transcriptions and notes with Microsoft Copilot.
• Maintain property and workflow records in SharePoint and Trello.
• Facilitate internal and external communication via Zoom, Microsoft 365, and Teams.

Required profile

• Fully bilingual in English and Spanish with excellent written and verbal communication.
• Team‑oriented, personable, and comfortable in a candid work environment.
• Strict adherence to confidentiality and data‑privacy standards.

Required skills

• DocuSign
• Calendly
• Microsoft Copilot
• SharePoint
• Trello
• Zoom
• Microsoft 365
• Microsoft Teams

What we offer

• Full‑time remote position with a stable schedule (Mon‑Fri, 9 am‑5 pm CST).
• Opportunity for long‑term growth within a supportive company culture.