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Transaction Assistant Jobs in California (NOW HIRING)

... * Assist management with postclose financial reporting obligations, purchase agreement requirements ... Develop others within the Transaction Accounting service line through mentoring, training and ...

... * Assist management with postclose financial reporting obligations, purchase agreement requirements ... Develop others within the Transaction Accounting service line through mentoring, training and ...

Cover and manage all aspects of desk, as well as escrow transactions when Escrow Officers are on ... Assist Escrow Officer in development and marketing of new business Performs other duties as ...

Escrow Assistant

Palmdale, CA · On-site

$18 - $22/hr

Cover and manage all aspects of desk, as well as escrow transactions when Escrow Officers are on ... Assist Escrow Officer in development and marketing of new business Performs other duties as ...

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Transaction Assistant information

What is the difference between Transaction Assistant vs Real Estate Assistant?

AspectTransaction AssistantReal Estate Assistant
Required CredentialsNone mandatory, often familiarity with real estate processesReal estate license or certification often preferred
Work EnvironmentReal estate offices, transaction coordination teamsReal estate agencies, property management firms
Employer & Industry UsageReal estate transactions, supporting agentsAssisting agents with property listings, client communication
Common Search & Comparison IntentUnderstanding role differences, job requirementsClarifying 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 are the most commonly searched types of Transaction jobs in California? The most popular types of Transaction jobs in California are:
What cities in California are hiring for Transaction Assistant jobs? Cities in California with the most Transaction Assistant job openings:
Escrow / Transaction Expertise (Onsite)

Escrow / Transaction Expertise (Onsite)

DeLeon Realty

Palo Alto, CA • On-site

$70K - $90K/yr

Full-time

Posted 8 days ago


Job description

Summary of Position:
The Executive Assistant at DeLeon Realty will need to have Escrow and Transaction knowledge and will work closely with the Executive in transaction coordination, tracking and administering real estate transactions (including disclosures, purchase contracts, and counteroffers).
Essential Job Functions:
  • Prepare all documentations relating to real estate transactions, such as offers, counteroffers, addenda, and listing agreements
  • Prepare market analysis to help determine property value
  • Quality control and ensure all documentations relating to real estate transactions are accurate and complete
  • Manage executive's calendar, meeting coordination and communication, administrative projects, and tasks requiring logistical planning
  • Serve as liaison and central point of information on behalf of executive with internal and external communication, provide information, provide problem solutions and status updates, and assist with the coordination of activities
  • Performs other duties as assigned

Qualifications:
  • Bachelor's degree preferred.
  • Able to speak and read Mandarin highly preferred
  • Strong written skills and verbal communication skills
  • Must have at least 2+ years of experience working as a real estate transaction coordinator, administrative assistant, executive assistant or legal assistant
  • Real Estate License is required, or in the process of obtaining a license within the next couple months
  • Demonstrate knowledge and understanding of basic legal documents, including disclosures, purchase contracts, and counteroffers
  • Exceptional organizational, problem-solving, and communication skills, professionalism, and ability to prioritize tasks while working under time limitations
  • Strong organizational skills
  • Proven knowledge of California real estate disclosures, title documents, contract-related documentation
  • Proficiency in Microsoft Office, disclosures.io, Docusign, CAR & PRDS forms, MLS, Zipforms, Skyslope is highly preferred

Starting salary: $70,000-$90,000
DeLeon Realty is proud to be an equal opportunity workplace. Individuals seeking employment at DeLeon Realty are considered without regards to age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.