Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...
Transaction Coordinator
Denver, CO · On-site
$27 - $34/hr
Compile property data and assist in preparing packages for Broker Opinion of Value (BOV) reports and Offering Memorandums. * Organize, track, and maintain comprehensive transaction documentation ...
Transaction Coordinator
Denver, CO · On-site
$27 - $34/hr
Compile property data and assist in preparing packages for Broker Opinion of Value (BOV) reports and Offering Memorandums. * Organize, track, and maintain comprehensive transaction documentation ...
Transaction Coordinator
Denver, CO · On-site
$27 - $34/hr
Compile property data and assist in preparing packages for Broker Opinion of Value (BOV) reports and Offering Memorandums. * Organize, track, and maintain comprehensive transaction documentation ...
Transaction Coordinator
Denver, CO · On-site
$27 - $34/hr
Compile property data and assist in preparing packages for Broker Opinion of Value (BOV) reports and Offering Memorandums. * Organize, track, and maintain comprehensive transaction documentation ...
Coordinate status changes including active, pending, sold, and closed transactions. * Assist with home and property tracking and reporting for available homes and lots. Communication & Customer ...
Quick apply
Coordinate status changes including active, pending, sold, and closed transactions. * Assist with home and property tracking and reporting for available homes and lots. Communication & Customer ...
Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and ...
Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and ...
Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and ...
Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and ...
Real Estate Transaction Coordinator
Fredericksburg, VA · On-site
$50K - $60K/yr
Established, high-volume real estate operation in the Fredericksburg area is seeking an experienced Real Estate Assistant / Transaction Coordinator to support day-to-day transaction management and ...
Quick apply
Real Estate Transaction Coordinator
Fredericksburg, VA · On-site
$50K - $60K/yr
Established, high-volume real estate operation in the Fredericksburg area is seeking an experienced Real Estate Assistant / Transaction Coordinator to support day-to-day transaction management and ...
Analyze and interpret financial statements and supporting documents for M&A transactions * Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers * Support ...
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Analyze and interpret financial statements and supporting documents for M&A transactions * Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers * Support ...
Transaction Manager
Chicago, IL · On-site
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
Chicago, IL · On-site
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
$135K/yr
Develop and maintain strong client relationships * Assist with the implementation of portfolio ... Present transaction activity to client * Lead and/or facilitate client meetings * Provide ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Manager
Rosemont, IL · On-site
$130K/yr
Process Management * Assist with the development of standard forms and procedures. * Implement ... Transaction Management * Coordinate the field broker selection process. * Assist with determining ...
Transaction Coordinator
San Antonio, TX · On-site
Manage communications with all parties involved in the transaction to ensure deadlines are met. * Assist with preparing, delivering, and obtaining signatures on amendments, addendums, and other ...
Quick apply
Transaction Coordinator
San Antonio, TX · On-site
Manage communications with all parties involved in the transaction to ensure deadlines are met. * Assist with preparing, delivering, and obtaining signatures on amendments, addendums, and other ...
Transaction Assistant information
What is the difference between Transaction Assistant vs Real Estate Assistant?
| Aspect | Transaction Assistant | Real Estate Assistant |
|---|---|---|
| Required Credentials | None mandatory, often familiarity with real estate processes | Real estate license or certification often preferred |
| Work Environment | Real estate offices, transaction coordination teams | Real estate agencies, property management firms |
| Employer & Industry Usage | Real estate transactions, supporting agents | Assisting agents with property listings, client communication |
| Common Search & Comparison Intent | Understanding role differences, job requirements | Clarifying responsibilities, career path options |
The main difference between a Transaction Assistant and a Real Estate Assistant lies in their focus. A Transaction Assistant primarily manages the administrative tasks involved in real estate transactions, ensuring smooth closings. A Real Estate Assistant supports agents with listing management, client communication, and marketing. Both roles are vital in real estate but serve different functions within the industry.
What are the key skills and qualifications needed to thrive as a Transaction Assistant, and why are they important?
To thrive as a Transaction Assistant, you need strong organizational skills, attention to detail, and a background in finance or real estate, often supported by relevant coursework or experience. Familiarity with transaction management software, document management systems, and tools like Microsoft Office is typically required. Excellent communication, time management, and problem-solving abilities help you coordinate between parties and handle multiple tasks efficiently. These skills are crucial to ensure smooth, accurate, and timely processing of transactions, minimizing errors and supporting client satisfaction.
What are Transaction Assistants?
Transaction Assistants are professionals who support the processing and management of financial, real estate, or business transactions. Their responsibilities typically include handling administrative tasks, preparing and reviewing documents, coordinating with clients and stakeholders, and ensuring compliance with relevant regulations. Transaction Assistants play a vital role in ensuring that transactions are completed accurately, efficiently, and on schedule. They often work under the supervision of managers or executives and may be found in industries such as banking, real estate, and corporate finance.
How does a Transaction Assistant typically collaborate with other departments during the transaction process?
Transaction Assistants often work closely with multiple departments, such as sales, legal, and finance, to ensure smooth and efficient completion of transactions. They are responsible for coordinating documentation, obtaining necessary approvals, and communicating updates to all stakeholders. Effective collaboration is key, as Transaction Assistants help bridge communication gaps and ensure that deadlines and compliance requirements are met. This teamwork-oriented environment provides valuable exposure to various functions within the organization and can open pathways for future career growth.
What cities are hiring for Transaction Assistant jobs? Cities with the most Transaction Assistant job openings:
What are the most commonly searched types of Transaction jobs? The most popular types of Transaction jobs are:
What states have the most Transaction Assistant jobs? States with the most job openings for Transaction Assistant jobs include:
Job description
#LI-HS1 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Conduct financial advisory due diligence in buy-side and sell-side transactions.
- Review target company financial information and other data to identify:
- Historical and projected financial, operating and commercial trends.
- Quality of earnings adjustments.
- Working capital and net debt considerations.
- Potential liabilities and risks which impact valuation and negotiation of the target company.
- Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
- Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
- Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
- Supervise, develop and evaluate staff.
- Liaise with other disciplines (tax) working on the due diligence projects.
- Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
- Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.
About Myers and Stauffer
Sourced by ZipRecruiter
Company size
501 - 1,000 Employees
Headquarters location
Kansas City, MO, US
Year founded
1977