Executive Assistant - Operations Specialist

Job Title: Executive Assistant - Operations Specialist

Location: Remote

Hours: Full-Time | US business hours during initial training

Industry: Medicare and retirement-planning agency

About the Role

Are you organized, tech-savvy, and good at improving processes? We're looking for an Executive Assistant - Operations Specialist to support the agency behind the scenes. Your main focus will be building CRM automations, keeping data organized, and drafting marketing ads for company newsletters.

Key Responsibilities

• CRM Automations: Build and maintain workflows that reduce manual and repetitive tasks.
• CRM Management: Keep records, reports, and system data accurate and organized.
• Newsletter Marketing: Draft clear and engaging marketing ads for company newsletters.
• Content Support: Format newsletter materials using existing templates and tools.
• Process Support: Document workflows and assist with other backend operations projects.

Qualifications & Requirements

• CRM Experience: Hands-on experience using CRM platforms and building automations.
• Writing Skills: Strong written English and the ability to create simple marketing content.
• Tech-Savvy: Comfortable learning new systems and using digital tools.
• Work Style: Organized, reliable, detail-oriented, and able to work independently.
• Confidentiality: Able to handle sensitive information with care and discretion.

Nice-to-Haves:

• Experience with Zoho CRM or a similar platform
• Experience with Canva or AI writing tools
• Background in operations or administrative support

Important: This is a backend support role only. You will not communicate directly with policyholders or provide Medicare or retirement-planning advice.

Job Types: Full-time, Permanent

Pay: Php45,000.00 - Php65,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Opportunities for promotion
• Paid training
• Work from home

Application Question(s):

• Have you previously worked with executives based in the U.S.?

Experience:

• Marketing: 1 year (Preferred)
• Administrative support: 2 years (Required)
• CRM software: 2 years (Required)

Language:

• English (Required)

Work Location: Remote