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Transaction Assistant Jobs in Texas (NOW HIRING)

Permian Resources

Transaction Coordinator

Midland, TX · On-site

Maintain organized transaction records and databases throughout the transaction lifecycle, including managing electronic document databases and providing files to be relied upon internally. * Assist ...

Trans western

Transaction Manager

Dallas, TX

POSITION SUMMARY: The Transaction Manager position will be responsible for the operational ... Prepare reports and make presentations on projects status. * Assist in the preparation of market ...

Trans western

Transaction Manager

Dallas, TX

POSITION SUMMARY: The Transaction Manager position will be responsible for the operational ... Prepare reports and make presentations on projects status. * Assist in the preparation of market ...

CBRE

Transaction Manager

Austin, TX · On-site

As a CBRE Transaction Manager, you will be a part of a high performing corporate real estate team ... real estate goals. Assist with project initiation and scope definition, prioritization of ...

CBRE

Transaction Manager

Austin, TX · On-site

As a CBRE Transaction Manager, you will be a part of a high performing corporate real estate team ... real estate goals. Assist with project initiation and scope definition, prioritization of ...

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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 Texas?

The most popular types of Transaction jobs in Texas are:

What cities in Texas are hiring for Transaction Assistant jobs?

Cities in Texas with the most Transaction Assistant job openings:

Transaction Assistant jobs near you
Infographic showing various Transaction Assistant job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 19% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Transaction Advisory Associate

Providence Staffing LLC

Austin, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Providence Staffing is proud to partner with a leading advisory firm in Austin, TX, that is seeking a talented and driven Transaction Advisory Associate to join their dynamic team. This is a unique, in-office opportunity with no travel expectations, ideal for a finance or accounting professional who wants to grow their career in M&A and deal advisory.

As a Transaction Advisory Associate, you'll be a critical member of buy-side and sell-side deal teams, leveraging your expertise in Microsoft Excel to compile and analyze financial data for target companies. You'll engage directly with key executives and stakeholders, providing strategic insights that help shape client investment decisions. Strong analytical, writing, and communication skills are essential for success in this role.

Key Responsibilities:

  • 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 buy-side and sell-side due diligence efforts by performing in-depth financial analysis
  • Collaborate with senior team members and clients to develop insights and recommendations
  • Prepare clear, well-organized written reports and presentations
  • Participate in client meetings and executive-level discussions
  • Manage multiple projects and timelines in a fast-paced, team-oriented environment

Qualifications:

  • Minimum of 2 years of public accounting experience (Big 4, national, regional, or large local firm preferred)
  • CPA or CFA license, or eligibility to sit for the CPA or CFA exam
  • Advanced proficiency in Microsoft Excel and financial modeling
  • Strong written and verbal communication skills
  • Highly motivated, collaborative team player with a proactive mindset
  • Demonstrated project management capabilities
  • Prior exposure to M&A transactions and/or Quality of Earnings analysis strongly preferred
  • Experience with recurring revenue SaaS or software companies is a plus
  • Must be able to work full-time in person at our downtown Austin office

Growth & Career Development:
Unlike traditional accounting firms, this organization empowers professionals to craft their own personalized career paths—whether that's progressing to Partner or pursuing a non-traditional leadership track. With a dedicated career advisor assigned to you, you'll receive the mentorship and resources needed to build a career aligned with your long-term goals.

Notably, 26 out of 27 current partners were promoted internally, demonstrating the firm's strong commitment to upward mobility and professional development.

Compensation & Benefits:

  • Paid Time Off: 22 days annually (increases with tenure) + 10 paid holidays, including 2 floating holidays
  • Leave Benefits: Paid parental and bereavement leave
  • Annual Profit-Sharing Bonus
  • 401(k) Retirement Plan: Includes firm profit-sharing contributions
  • Health Coverage:
    • 100% employer-paid premium for employee-only dental, vision, and base high-deductible health plan
    • Health Savings Account (HSA) contributions with qualifying plan
  • Flexible Spending Accounts: Medical, limited purpose, and dependent care options
  • Additional Benefits:
    • Employer-paid life, AD&D, short- and long-term disability insurance
    • Employee Assistance Program (EAP)
    • Continuing professional education and licensing support
    • Flexible scheduling options
    • Additional perks and employee programs

Note: Employees must work a minimum of 30 hours per week to be eligible for medical, dental, vision, FSA, HSA, life, disability, and EAP benefits.

If you're a self-starter who thrives in a collaborative, high-performance environment and you're ready to take the next step in your career, we encourage you to apply today.