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Part-time Financial Services Deal Coordinator

Job not on LinkedIn

🔥 0 minutes ago

🇿🇦 South Africa – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Where this job comes from

Posted on RecruitMyMom's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of RecruitMyMom

RecruitMyMom

11 - 50 employees

Founded 2012

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

RecruitMyMom is a specialist talent agency in South Africa focused on empowering women by providing access to skilled job opportunities. With a commitment to diversity and flexibility, the agency connects professional mothers and independent contractors with employers seeking reliable talent for both full-time and part-time positions across various industries. They offer services including background checks, psychometric testing, and access to a wide range of professions, from virtual assistants to fractional executives.

📋 Description

• Review, categorise, and systematically track inbound mid-market business opportunities • Monitor acquisition targets across evaluation stages to drive timely progression • Ensure deal flow stages remain structured, organised, and up to date • Oversee data entry, hygiene, and record maintenance within HubSpot CRM • Log stakeholder outreach, track communication histories, and update deal records • Compile and generate regular activity summaries and operational pipeline reports • Coordinate and manage execution of confidentiality agreements (NDAs) and standard contracts • Cross-reference inbound transaction documents against company templates for completeness • Track signature workflows, manage filing, and maintain document version control • Prepare briefing materials and agendas for critical stakeholder meetings • Track and drive follow-up action items, deliverables, and project deadlines • Conduct foundational market research and organise findings for executive review • Assist with outreach to business owners, intermediaries, and prospective investors • Maintain curated contact databases and target distribution lists • Draft polished initial communications and follow-ups • Provide continuous tracking and structured organisation of pipeline acquisition targets • Deliver accurate deal records, contact details, and activity reports in HubSpot CRM • Distribute, track, and execute NDAs and standard transaction documentation • Prepare meeting briefing packs and execute post-meeting action items • Provide professional correspondence and relationship management support

🎯 Requirements

• Proven track record supporting executives, legal professionals, investors, or business owners handling complex, multi-faceted workflows • Strong technological proficiency with HubSpot CRM and modern cloud suites (Google Workspace, Microsoft 365) • Exceptional written and verbal English communication skills suitable for high-level commercial correspondence • Strong organisational acumen and meticulous attention to detail regarding contracts and data accuracy • Demonstrated ability to work autonomously, prioritise competing tasks, and maintain momentum in a remote capacity • High degree of integrity, professional discretion, and confidentiality when handling sensitive commercial data • Availability to commit to 15–20 hours per week within the core window of 2:30 PM–6:30 PM • Prior background 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

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