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Transaction Assistant Jobs in Atlanta, GA (NOW HIRING)

NEWMARK

Transaction Manager

Atlanta, GA · On-site

... * Assist the Account Manager in the execution of Corporate Real Estate (CRE) portfolio strategy ... Maintain all transaction and forms files. Prepare reports and makes presentations to relevant ...

NEWMARK

Transaction Manager

Atlanta, GA · On-site

... * Assist the Account Manager in the execution of Corporate Real Estate (CRE) portfolio strategy ... Maintain all transaction and forms files. Prepare reports and makes presentations to relevant ...

JLL

Senior Transaction Manager

Atlanta, GA

Transaction Execution * Assist, execute, and independently manage a large number of commercial real estate transactions of all types and sizes, by representing the client as a Tenant, while adhering ...

CBRE

Transaction Specialist

Atlanta, GA · On-site

$37K - $48K/yr

About the Role As a CBRE Transaction Specialist you will provide broad tactical and operational ... Review and verify monthly accounting variance reports and assist in preparation of client reporting.

Yamaha

Transaction Specialist II

Kennesaw, GA

$15.75 - $19.50/hr

The Transaction Specialist will also assist with reporting and other tasks. What you'll be doing: * Oversight of all manners of payments, applications, allocations, disbursements, payment disputes ...

Riveron

Transaction Services - Senior Associate

Atlanta, GA · On-site

$94K - $140K/yr

Use financial acumen, including knowledge of accounting standards such as GAAP, to assist clients on a variety of financial, operational, and tax issues associated with M&A transactions * Conduct and ...

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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 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.

What does a transaction assistant do?

A transaction assistant supports real estate or business transactions by coordinating paperwork, verifying information, and communicating with clients, agents, or stakeholders. They often handle administrative tasks, ensure compliance with procedures, and use tools like CRM or transaction management software to facilitate smooth processes.

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 Atlanta, GA? The most popular types of Transaction jobs in Atlanta, GA are:
Transaction Assistant jobs near you
Infographic showing various Transaction Assistant job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Senior Consultant | Transaction Advisory Services

CBIZ

Atlanta, GA • Hybrid

Other

This job post has expired 2 days ago. Applications are no longer accepted.

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description

#LI-PL1 #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.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

Workplace

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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