Virtual EA Workflow Automation & Platform Integration

Position Overview

We are seeking a highly organized and tech-savvy Virtual Executive Assistant to provide comprehensive administrative and operational support. The ideal candidate will have strong experience with workflow automation data management and executive support along with the ability to adapt quickly to new platforms and processes. This role requires excellent communication skills attention to detail and the ability to manage multiple priorities effectively in a remote environment.

Key Responsibilities

Automation & Integration

• Build and manage workflows using tools such as Zapier.

• Set up and maintain Zaps between Agency Block CRM (used in health insurance agencies) and Employee Navigator (HR platform).

• Ensure smooth operation of data synchronization and automation processes.

Platform Management

• Manage and utilize Agency Block CRM and Employee Navigator for client and employee data.

• Take ownership of tasks and responsibilities tied to Employee Navigator platform management.

Forms & Document Workflow

• Create templates for contracts and forms that auto-populate with CRM data.

• Set up and manage signature workflows using Adobe Sign or similar tools.

Spreadsheet & Data Management

• Build and manage spreadsheets for plan comparisons and reporting.

• Support general data entry organization and analysis.

Administrative Support

• Collaborate with administrative team members on data entry and back-office tasks.

• Provide cross-functional administrative support as needed.

Email & Calendar Management

• Manage executive inbox scheduling and calendar coordination.

• Organize meetings follow-ups and reminders to ensure priorities are met.

Other Duties

• Support special projects and perform additional responsibilities as assigned.

Qualifications

• Proven experience as an Executive Assistant Virtual Assistant or in a similar administrative role.

• Strong knowledge of workflow automation tools (e.g. Zapier).

• Familiarity with Agency Block CRM and Employee Navigator is highly preferred.

• Proficiency in Microsoft Office Suite and Google Workspace.

• Strong organizational and multitasking skills.

• Excellent written and verbal communication abilities.

• High level of discretion and professionalism.

• Night Differential
• Work From Home Allowance
• Health Insurance including one eligible dependent.
• Equipment Provided
• Government Benefits
• 13th Month Pay
• Paid Time Off
• Holiday Pay