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Transaction Assistant Jobs in New York (NOW HIRING)

Deep Foods

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Bilingual Gujurati/English Accounting Assistant

Union, NJ · On-site

$22 - $23/hr

Record financial transactions and maintain accurate accounting records * Enter journal entries and reconcile accounts * Process accounts payable and accounts receivable transactions * Assist with ...

Teambuilderz LLC

Account Assistant

Westbury, NY · On-site

$18.50 - $24.25/hr

Key Responsibilities * Process invoices, payments, and accounts payable transactions. * Assist with accounts receivable, billing, and payment records. * Perform vendor, bank, and account ...

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Transaction Assistant information

What is a transaction assistant?

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 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 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 most commonly searched types of Transaction jobs in New York?

The most popular types of Transaction jobs in New York are:

What cities in New York are hiring for Transaction Assistant jobs?

Cities in New York with the most Transaction Assistant job openings:

Transaction Assistant jobs near you
Infographic showing various Transaction Assistant job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate - Syndicated Loan Transaction Coordinator

JP Morgan Chase

Jersey City, NJ • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

You have an undergraduate degree plus a minimum of 2 years of Syndicated Loan experience. Join a team that supports your career growth, advancement and expanding opportunities! At JPMorganChase we take pride in valuing our employees' individualities, while supporting an inclusive culture of teamwork. This is the team for you.

As a Syndicated Loan Transaction Coordinator - Associate within the Wholesale Lending Services team at JPMorganChase, you will be responsible for coordinating complex syndicated loans, and letter of credit transactions for the Corporate Investment and Commercial Banks.  You will work closely with the JPMorganChase Origination Businesses, ensuring all required documents, reference data, and critical information are reviewed for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk. 

The Wholesale Lending Services team partners with various internal and external parties including, but not limited to, Debt Capital Markets, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, as well as JPM Borrowers and Lender Clients.  The team also interacts with their international counterparts in Europe and the Asia Pacific on cross-border deals originating out of North America.

Job responsibilities

  • Assign, Manage, and maintain Investment and Commercial Bank transaction pipeline.
  • Ensure a broad understanding of the loan products, and the overall industry in order to effectively assist the junior analysts on the team, acting as the point of escalation.
  • Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk.
  • Coordinate and review of internal closing documentation with Debt Capital Markets, Credit Risk, Loan and Agency Services, Product Control, Legal, Trade Settlements, as well as Borrowers and Lenders.
  • Discuss and advise funding mechanics and operational requirements as it pertains to internal booking locations, regional, and currency policies.
  • Initiate trade settlement process and coordinate with trade settlement teams for Institutional Term Loan transactions.
  • Provide effective communication and coordination of fee documentation and recognition and execute best practices and control, risk mitigation and escalate point of contact.
  • Identify and address control gaps by engaging global partners. Propose solutions to improve the process at a global scale.
  • Participate with various working groups created to enhance performance and efficiency and interact/coordinate with international counterparts on cross-border deals originating out of North America.

Required qualifications, capabilities, and skills

  • Undergraduate degree plus a minimum of 2 years of Syndicated Loan experience.
  • Knowledge of the Loan product / Syndicated Loan business, including a strong understanding of a credit agreement, loan funding mechanics, deal structure, ticking fees, funds flows, etc.
  • Demonstrated understanding of financial services, specifically within Investment Banking.
  • Prior experience working with clients to collect and review pre-syndicated loan documentation ahead of closing large syndicated structures.
  • Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail and strong analytical capability.
  • Demonstrated experience operating in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly.
  • Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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