Business Support Virtual Assistant

Summary

Join 20four7VA as a Senior Level Business Support Virtual Assistant! This full-time, 40-hour per week role supports a mergers and acquisitions brokerage firm. Responsibilities include administrative tasks, research support, data entry and CRM management, presentation preparation, and operational assistance. You will utilize various software tools like Salesforce, Canva, and Dialpad. The ideal candidate has 2-4 years of administrative experience and proficiency in specified software. This remote position offers competitive rates, weekly payments, paid time off, paid holidays, training, and a supportive community.

Requirements

• 2-4 years in an administrative or business assistant role
• Familiarity with Monday.com, Salesforce, Outlook(full suite of products), Canva, and Dialpad (or similar tools)
• Ability to accurately enter and manage data within CRM systems
• Strong organizational skills with the ability to prioritize multiple tasks
• Excellent written and verbal communication in English
• Comfortable using online platforms and productivity tools
• Experience in a sales or operations support role

Responsibilities

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

Preferred Qualifications

Prior experience working in a mergers and acquisitions or financial services environment

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you