Part-time Financial Services Deal Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Review, categorize, and systematically monitor incoming mid-market business opportunities.

• Supervise acquisition targets through various evaluation phases to ensure timely advancement.

• Maintain structured, organized, and current deal flow stages.

• Manage data entry, hygiene, and record upkeep within HubSpot CRM.

• Document stakeholder outreach, monitor communication histories, and refresh deal records.

• Create and produce regular activity summaries and operational pipeline reports.

• Coordinate and oversee the execution of confidentiality agreements (NDAs) and standard contracts.

• Cross-verify incoming transaction documents against company templates to ensure completeness.

• Monitor signature workflows, manage filing, and uphold document version control.

• Prepare briefing materials and agendas for key stakeholder meetings.

• Track and promote follow-up action items, deliverables, and project deadlines.

• Conduct foundational market research and organize findings for executive review.

• Assist with outreach to business owners, intermediaries, and potential investors.

• Maintain curated contact databases and target distribution lists.

• Draft polished initial communications and subsequent follow-ups.

• Provide ongoing tracking and structured organization of pipeline acquisition targets.

• Deliver precise deal records, contact information, and activity reports in HubSpot CRM.

• Distribute, monitor, and execute NDAs and standard transaction documentation.

• Prepare meeting briefing packs and implement post-meeting action items.

• Offer professional correspondence and relationship management support.

⛳️ Requirements

• Proven experience supporting executives, legal professionals, investors, or business owners managing complex, multi-faceted workflows.

• Strong technological skills with HubSpot CRM and modern cloud suites (Google Workspace, Microsoft 365).

• Exceptional written and verbal English communication skills appropriate for high-level commercial correspondence.

• Strong organizational skills and meticulous attention to detail regarding contracts and data accuracy.

• Demonstrated capability to work independently, prioritize competing tasks, and sustain momentum in a remote environment.

• High level of integrity, professional discretion, and confidentiality when managing sensitive commercial data.

• Availability to commit to 15–20 hours per week within the core hours of 2:30 PM–6:30 PM.

• Previous experience as an Executive Assistant, Operations Coordinator, Transaction Coordinator, or Legal Assistant (preferred).

• Direct experience supporting international or US-based business executives (preferred).

• Practical exposure to contract coordination, due diligence processes, or corporate project administration (preferred).

🏝️ Benefits

• Fully remote.

• Part-time hours of approximately 15–20 hours per week.