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Part-time Financial Services Deal Coordinator
RecruitMyMom. Review, categorise, and systematically track inbound mid-market business opportunities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organisational acumen and meticulous attention to detail in managing complex workflows, particularly in contract coordination and data accuracy. Proficient in maintaining structured communication and documentation processes while supporting executives and stakeholders.
Highest-signal resume keywords
HubSpot CRM ProficiencyContract CoordinationExceptional Written CommunicationOrganisational SkillsConfidentiality Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryDocument Version ControlMarket ResearchPipeline ManagementActivity Reporting
Soft Skills
Attention to DetailAutonomous WorkProfessional DiscretionRelationship ManagementTask Prioritisation
Tools & Technologies
Google WorkspaceMicrosoft 365
Industry Keywords
Executive SupportTransaction CoordinationDue Diligence ProcessesCorporate Project AdministrationConfidentiality Agreements
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Fully remote
- Part-time hours of approximately 15–20 hours per week