Part-time Financial Services Deal Coordinator

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

1. 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.
  

1. 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.
  

1. 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.
  

1. 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.
  

1. 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

• 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