virtual ea workflow Automation & platform integrationAereach Strategic Partners

Position OverviewWe 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 ResponsibilitiesAutomation & IntegrationBuild 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 ManagementManage 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 WorkflowCreate 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 ManagementBuild and manage spreadsheets for plan comparisons and reporting.Support general data entry, organization, and analysis.Administrative SupportCollaborate with administrative team members on data entry and back-office tasks.Provide cross-functional administrative support as needed.Email & Calendar ManagementManage executive inbox, scheduling, and calendar coordination.Organize meetings, follow-ups, and reminders to ensure priorities are met.Other DutiesSupport special projects and perform additional responsibilities as assigned.QualificationsProven 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
Aereach Strategic Partners

Cebu City, Cebu
Permanent
Full-time