CPT-11608 Executive Administrative & Research Virtual Assistant

• 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• Clean duplicate, incomplete, or outdated information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

• 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• Identify duplicate or outdated files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 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.

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

• 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

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

• 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.

• 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

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Flexible PST Business Hours – TBD
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-C (Strong spoken and written English required)
• REGION PREFERENCES: Any