Part-time Financial Services Deal Coordinator

Job Information

• Job Opening ID ZR_17727_JOB
• Hours of Work Part-time
• Location Type Remote (Work from Home)
• Industry Financial Services
• Job Type Independent Contract
• Salary R20 000 - R23 000
• Remuneration Term Per Month
• Date Opened 05/11/2026
• Please note We know how much effort goes into every application. While we would love to respond to every one, the volume we receive makes this difficult. Our highest placement success is with candidates who have 3+ years of relevant experience. Parenting breaks don't count against you. If you have not heard from us within 21 days, we have been unable to move forward with your application for this role.
• Remote Job

Job Description

This is a remote position.

You will be required to provide high-calibre operational, transaction, and executive coordination support within a fast-paced environment focused on mid-market business acquisitions. Availability: approximately 15–20 hours per week.

The primary objective of the role is to bring systematic order to complex transaction pipelines by acting as the central coordinator—managing pipeline progression, maintaining rigorous CRM administration, coordinating contracts and documentation, and delivering proactive executive project support to ensure no commercial opportunity is missed.

Contract Term

Initial engagement: Approximately 15–20 hours per week

Work arrangement: Fully Remote

Schedule: Daily coverage between 2:30 PM – 6:30 PM (with agreed flexibility)

Contract type: Independent Contractor / Long-term Part-time

Scope of Services

Pipeline Management & Tracking:

Review, categorise, and systematically track inbound mid-market business opportunities.

Monitor acquisition targets across evaluation stages to drive timely progression.

Ensure all deal flow stages remain structured, organised, and up to date.

CRM Administration & Data Integrity:

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.

Document & Contract Coordination:

Coordinate and manage the 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.

Executive Project Support & Research:

Prepare comprehensive briefing materials and agendas ahead of critical stakeholder meetings.

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

Conduct foundational market research and organise findings for executive review.

Stakeholder Outreach & Liaison:

Assist with outreach to business owners, intermediaries, and prospective investors.

Maintain curated contact databases and target distribution lists.

Draft polished, professional initial communications and follow-ups.

Deliverables

Continuous tracking and structured organization of all pipeline acquisition targets.

Accurate, up-to-date deal records, contact details, and activity reports in HubSpot CRM.

Prompt distribution, tracking, and execution of NDAs and standard transaction documentation.

Comprehensive meeting briefing packs and timely execution of post-meeting action items.

High-standard, professional correspondence and relationship management support across all touchpoints.

Requirements

• Required Skills & Experience

The contractor should demonstrate:

• 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.

• Preferred Qualifications

• Prior background as an Executive Assistant, Operations Coordinator, Transaction Coordinator, or Legal Assistant.

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

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

Benefits

• Fully remote

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

Apply

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