Financial Operations and Transaction Coordinator

Job not on LinkedIn

September 17

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Assistantly

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HR Tech • Recruitment • Enterprise

Assistantly is a company that specializes in providing top-tier virtual and executive assistants to businesses looking for efficient and cost-effective solutions. The company offers a wide range of services including administration, marketing, operations, finance, and client success, providing a substantial cost saving to clients. Assistantly focuses on easing the hiring, onboarding, managing, and retaining of highly skilled assistants by offering fully-managed and scalable plans with a fixed monthly rate. Their unique selling point is the provision of highly qualified "unicorn" assistants who are trained for efficiency and come with a dedicated success team, ensuring the best possible match for their clients' needs. Trusted by over 500 fast-growing companies worldwide, Assistantly's main goal is to help businesses grow faster and more effectively by managing the complexities of building a team.

51 - 200 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

📋 Description

• Maintain accurate financial records in QuickBooks Online across multiple entities • Develop real estate budgets and proformas for investment and development projects • Coordinate and track real estate transactions, ensuring proper documentation and timely execution • Research market data using CoStar, LoopNet, and Crexi to support property and investment decisions • Organize financial data into clear, presentable reports and summaries • Manage multiple priorities with efficiency, accuracy, and attention to detail • Support day-to-day operations including communications, document handling, and task management using Outlook and DocuSign.

🎯 Requirements

• 2+ years of hands-on QuickBooks Online experience (must-have) • 2+ years of professional experience in commercial real estate • Real estate bookkeeping or accounting experience with property management, investment, or development (strongly preferred) • Experience developing real estate budgets, proformas, and investment analysis (strongly preferred) • Strong critical thinking skills with ability to research solutions and work independently • Exceptional organizational skills and ability to multi-task across various projects simultaneously • Proficiency in Excel and ability to organize data into clear, presentable summaries

🏖️ Benefits

• Unlimited earning potential if you choose to take on multiple clients and have the capacity • Generous health allowance to support your well-being • Profit-sharing opportunities as the company grows • Access to exclusive upskilling and training in AI, operations, and leadership • Monthly raffles and performance bonuses • A tight-knit, supportive community and a dedicated Talent Success Manager to guide your journey