CPT-11608 Executive Administrative & Research Virtual Assistant

20four7va

United States

Remote

USD 28,000 - 41,000

Part time

4 days ago

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Job summary

20four7VA is seeking an Executive Administrative & Research Virtual Assistant to support CRM management, SharePoint organization, inbox administration, and targeted business development research. This role is remote and contracted, with a focus on accuracy, confidentiality, and high‑quality work delivered by a qualified contractor.

The ideal candidate has 2+ years of administrative or operations experience, strong English writing and research skills, and proficiency with Zoho CRM and SharePoint.

Qualifications

2+ years of administrative, executive‑assistant, or operations experience
Strong CRM experience required
Zoho experience strongly preferred
Microsoft SharePoint experience strongly preferred
Professional inbox management experience preferred
Excellent written English required
Strong online research skills required
B2B, procurement, grant, or Indigenous‑business research experience is a plus

Responsibilities

CRM & Inbox Administration: Review incoming GCIS emails and identify relevant information for CRM entry; Create and update contacts, companies, buyer/seller profiles, and deal records in Zoho; Record notes, conversations, follow‑up dates, and relevant correspondence; Attach emails and supporting documents to CRM records; Clean duplicate, incomplete, or outdated information; Organize the inbox and flag items requiring the client’s attention.
SharePoint & Document Management: Save attachments and business documents into Microsoft SharePoint; Maintain organized folders and subfolders; Apply consistent naming and filing conventions; File contracts, purchase orders, company records, and supporting documentation; Identify duplicate or outdated files; Keep documents easy for the client and team to locate.
Research & Opportunity Tracking: Research grant opportunities, RFPs, and government procurement opportunities; Research First Nations procurement and economic‑development programs; Identify organizations that may need consulting or grant‑writing support; Find relevant decision‑makers and contact information; Track deadlines, eligibility requirements, contract values, and funding amounts; Maintain research in shared spreadsheets or documents; Prepare concise summaries explaining who to contact, why the opportunity matters, and what the client should know before outreach

Skills

Administrative experience

CRM experience

Zoho CRM

SharePoint

Inbox management

English writing

Online research

B2B/procurement research

Tools

Zoho CRM

Microsoft SharePoint

Office/Google Workspace

Google Sheets/Docs

AI productivity tools

Job description

Title: CPT-11608 Executive Administrative & Research Virtual Assistant

Independent Contractor — CPT-11608 Executive Administrative & Research Virtual Assistant/Business Support VA/Entry-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A Vancouver-based business owner operating across a global B2B brokerage and consulting company is seeking an Executive Administrative VA to support CRM management, SharePoint organization, inbox administration, and detailed business‑development research.

The position is primarily backend. There will be no negotiating, pricing, commitments, or client‑facing decision‑making. Accuracy, confidentiality, research quality, and good judgment are critical.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high‑quality, task‑specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

CRM & Inbox Administration

Review incoming GCIS emails and identify relevant information for CRM entry
Create and update contacts, companies, buyer/seller profiles, and deal records in Zoho
Record notes, conversations, follow‑up dates, and relevant correspondence
Attach emails and supporting documents to CRM records
Clean duplicate, incomplete, or outdated information
Organize the inbox and flag items requiring the client’s attention

SharePoint & Document Management

Save attachments and business documents into Microsoft SharePoint
Maintain organized folders and subfolders
Apply consistent naming and filing conventions
File contracts, purchase orders, company records, and supporting documentation
Identify duplicate or outdated files
Keep documents easy for the client and team to locate

Research & Opportunity Tracking

Research grant opportunities, RFPs, and government procurement opportunities
Research First Nations procurement and economic‑development programs
Identify organizations that may need consulting or grant‑writing support
Find relevant decision‑makers and contact information
Track deadlines, eligibility requirements, contract values, and funding amounts
Maintain research in shared spreadsheets or documents
Prepare concise summaries explaining who to contact, why the opportunity matters, and what the client should know before outreach

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

2 years of administrative, executive‑assistant, or operations experience required
Strong CRM experience required
Zoho experience strongly preferred
Microsoft SharePoint experience strongly preferred
Professional inbox‑management experience preferred
Excellent written English required
Strong online research skills required
B2B, procurement, grant, or Indigenous‑business research experience is a plus

IDEAL CANDIDATE PROFILE

Highly organized and detail‑oriented
Strong executive‑assistant or operations background
Excellent online researcher
Accurate with CRM and data entry
Comfortable handling highly confidential information
Proactive but knows when to ask questions
Able to follow SOPs and work independently
Comfortable using AI as a tool without relying on it as the final source

SOFTWARE

Zoho CRM
Microsoft SharePoint
Microsoft Office / Google Workspace
Google Sheets / Docs
AI Productivity Tools

Work Schedule

Contracted Hours per Week: 10 Hours (Hours expected to increase based on performance and workload)
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: Flexible PST Business Hours — TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements