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.