We are looking for an experienced **Executive Assistant** to provide high-level administrative support to our executive team and ensure smooth day-to-day operations. This role is adecuado for someone highly organized, detail-oriented, and proactive in managing schedules, communications, and administrative follow-up across departments.
**Main Responsibilities**
Share basic info (e.g., tax returns/status updates) via Canopy or SharePoint.Acknowledge receipt with standard responses, coordinate with relevant departments.Set up meetings and escalate urgent queries to the Partner.
- Organize and save incoming documents and update Canopy tasks.
**Meeting Scheduling & Preparation**
Schedule meetings with reminders 2 days in advance.
Coordinate with tax/accounting for updates and prepare accordingly: For new clients: send organizer link, share received info, and draft quote.
- For existing clients: check status of tax, accounting, and billing.
**Post-Meeting Follow-Up**
Share meeting summaries with attendees and request any needed documents.
Save materials in the client folder, notify relevant teams.
- Escalate service requests to the sales team, ensure timely follow-ups and schedule additional meetings if necessary.
**Prospect Follow-Up**
Request quotes from the sales team and follow up on preparation.
- Ensure quotes are sent and remind prospects to sign them if delayed.




**Client Onboarding**
**General Follow-Up**
Follow up on pending info from clients or internal requests.
- Send reminders when clients don’t respond.
**Internal Coordination**
- Support partner in coordinating with Tax, Accounting, and Payroll through internal meetings.
**Calendar Management**
Avoid scheduling on holidays and during internal or deadline weeks.
Maintain updated calendars and coordinate reschedules as needed.
- Set reminders and manage recurring meetings for continued relevance.
**Tax & Accounting Admin Support**
Assist with forms: POA 2848, W9/W8-BEN, EIN SS-4, Elections 8832/2553.
Support with extensions, custom tax calendars, and tracking U.S. days for clients.
- Minimal accounting-related tasks.
**General**
Adhere to Jambrina's quality standards.
Perform any task required within the role.Maintain a strong client focus to build long-term relationships.
**Qualifications** Bachelor’s degree.
- GPA 8.
3-5 years in administrative or executive assistant roles.Fully bilingual in English and Spanish.
**Skills** Excellent administrative, organizational, and office management skills.
Strong communication, discretion, and attention to detail.Ability to multitask, adapt quickly, and work well under pressure.
- Team player with solid Microsoft Office proficiency.

📌 Executive Assistant (Monterrey)
🏢 Jambrina
📍 Monterrey