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CPT-8056 Business Support Virtual Assistant at 20four7VA

Remote:

Full Remote

Contract:

Full time

Work from:

Anywhere

Offer summary

Qualifications:

2-4 years in an administrative role, Familiarity with Salesforce and Canva, Excellent written and verbal communication, Strong organizational skills.

Key responsabilities:

Manage calendars and schedule meetings
Aid in research and data entry
Maintain data accuracy in Salesforce
Assist with presentation preparation
Organize and monitor workflow tools

20four7VA Career Center Human Resources, Staffing & Recruiting TPE https://20four7va.com/

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Job description

IMPORTANT NOTE: If you have already passed the 20four7VA Recruitment Process after the Final Interview, or you have been hired by a 20four7VA Client before, make sure that you are applying via the 20four7VA Team Portal, for faster processing of your application. You will be logging in using your 20four7VA email address. If you have just logged in to the Team Portal, please continue reviewing the Job Description below.

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CPT-8056 Business Support Virtual Assistant

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Senior Level
MIN. HOURS/WEEK: 40 hours
SHIFT TIME ZONE: CST
SHIFT HOURS: 9am to 6pm
SHIFT DAYS: Monday to Friday
REPORTING TO/POC:
Number of VAs: 2

GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: Eastern Europe, South Africa

We are a mergers and acquisitions brokerage firm that helps private equity funds find businesses to acquire. Our team consists of four full-time employees and one part-time employee, and we are looking to expand our operations by hiring two dedicated Virtual Business Assistants. This role will primarily focus on back-end support for our outreach, research, and operations teams, ensuring smooth workflows and efficient processes.

Responsibilities

Administrative Support: Manage calendars, schedule meetings, and handle internal email correspondence.
Research Support: Aid head of research in developing information on target companies. Verify bulk data sheets for accuracy, research missing information, ensure accurate contact information.
Data Entry & CRM Management: Input and maintain accurate data in Salesforce. Convert bulk data sheets into CRM upload ready format. Ensure information is properly catalogued in the CRM.
Presentation & Document Preparation: Update and customize company presentation decks using Canva.
Operations Support: Assist with internal processes and workflows, ensuring efficient coordination across teams.
Software & Tools Management: Organize and monitor data in Dialpad (no calling required).
Occasional Research Tasks: Utilize platforms like Grata and ZoomInfo as needed.

Qualifications

Experience: 2-4 years in an administrative or business assistant role.
Software Proficiency: Familiarity with Monday.com, Salesforce, Outlook(full suite of products), Canva, and Dialpad (or similar tools).
Attention to Detail: Ability to accurately enter and manage data within CRM systems.
Time Management: Strong organizational skills with the ability to prioritize multiple tasks.
Communication Skills: Excellent written and verbal communication in English.
Tech-Savvy: Comfortable using online platforms and productivity tools.
Experience in a sales or operations support role.
Prior experience working in a mergers and acquisitions or financial services environment (nice to have)