Offer summary

Qualifications:

2-4 years in administrative or business assistant role, Familiarity with Monday.com, Salesforce, Outlook, Canva, and Dialpad, Excellent written and verbal communication in English, Strong organizational skills.

Key responsabilities:

Manage calendars and schedule meetings

Aid in developing information on target companies and maintain accuracy

Job description

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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)