Transaction Coordinator

ActiveSoft, Inc; McLean (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

A boutique advisory firm is seeking a full-time Transaction Coordinator based in McLean, VA. The role involves managing all aspects of the transaction process, including coordination with multiple parties, ensuring accurate documentation, and maintaining timelines. Ideal candidates should have experience in transaction management, excellent customer service skills, strong organizational abilities, and proficiency with relevant software like HubSpot. This position offers the opportunity to support client success in a dynamic environment.

Qualifications

• Experience with Transaction Coordination and Transaction Management.
• Customer Service skills for excellent client support.
• Excellent organizational and multitasking abilities.

Responsibilities

• Manage and oversee all aspects of the transaction process.
• Coordinate with multiple parties and ensure accurate documentation.
• Maintain timelines for a seamless transaction process.

Skills

Transaction Coordination

Customer Service

Organizational Skills

Attention to Detail

Proficiency in HubSpot

Tools

HubSpot

Job description

Founded in 2019, is a boutique advisory firm raising capital for middle-market companies. The firm specializes in providing tailored strategies and solutions to support its clients' growth and success. With a client-focused approach, we strives to deliver exceptional service and expertise. The organization is headquartered in McLean, VA, and operates with a commitment to fostering strong partnerships and measurable results.

Role Description

This is a full-time, on-site role for a Transaction Coordinator based in McLean, VA. The Transaction Coordinator is responsible for managing and overseeing all aspects of the transaction process, including coordinating with multiple parties, ensuring accurate documentation, and maintaining timelines. The Transaction Coordinator will play a critical role in ensuring operational efficiency and a seamless transaction process.

Qualifications

• Experience with Transaction Coordination and Transaction Management
• Customer Service skills to provide excellent client support and address inquiries
• Excellent organizational and multitasking abilities
• Attention to detail and the ability to meet deadlines
• Proficiency in relevant software (HubSpot) and other tools used in transaction management