GFG Holdings

Executive Assistant, Fully Bilingual

GFG Holdings

full-time

Posted on:

Location Type: Office

Location: Ciudad de Mexico • 🇲🇽 Mexico

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Job Level

Mid-LevelSenior

About the role

  • Managing calendars, scheduling meetings, and coordinating domestic and international travel.
  • Prepare executive-level reports, presentations, meeting materials, and follow-up documentation.
  • Handle highly confidential information with absolute discretion and professionalism.
  • Assist with managing investor communications, inquiries, and documentation, including DocuSigns, tax forms (K-1s, returns), subscription documents, and compliance files.
  • Maintain and update investor databases (e.g., SharePoint) ensuring accuracy of personal info, trusts, and beneficiary records.
  • Support capital raise activities by tracking capital calls, updating fundraising trackers, and coordinating investor follow-ups.
  • Organize and upload quarterly property and fund updates; support reporting cycles for banking, accounting, and portfolio management teams.
  • Oversee digital document flow, ensuring accurate execution and timely processing through DocuSign and internal systems.
  • Maintain organized filing systems for legal, investment, and operational documents.
  • Coordinate office supplies, vendor interactions, and occasional event or meeting logistics.
  • Provide general operational support to ensure day-to-day office activities run efficiently.

Requirements

  • Bilingual English–Spanish (spoken and written) – required.
  • Minimum 2–3 years of experience supporting executives, senior leaders, or C-suite members—preferably within financial services, real estate, private equity, or investment firms.
  • Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
  • Experience with DocuSign, SharePoint, or similar document management tools.
  • Exceptional organization, time-management, and prioritization skills.
  • Strong written and verbal communication abilities with a professional, client-focused demeanor.
  • Ability to work under pressure, maintain confidentiality, and exercise sound judgment.
  • Demonstrated ability to work independently and collaboratively.
  • Preferred Qualifications
  • Prior experience in investment firms, private equity, real estate funds, or corporate financial environments.
  • Familiarity with CRM or investor management systems.
  • Knowledge of U.S. or Mexican compliance documentation (K-1s, tax forms, subscription agreements) is a plus.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Microsoft Office SuiteDocuSignSharePointinvestor management systemsK-1stax formssubscription agreements
Soft skills
organizationtime-managementprioritizationwritten communicationverbal communicationconfidentialitysound judgmentindependencecollaboration