Financial Operations & Transaction Coordinator

AI overview

Coordinate real estate transactions while managing financial records and developing budgets, benefiting from support in a community focused on long-term partnerships.

About the Role

At Assistantly, we match world-class offshore talent with top entrepreneurs, executives, and teams. Our Unicorns are not just virtual assistants — they’re proactive partners who help founders buy back their time, scale faster, and stay focused on what matters most.

Why Assistantly?

  • We recruit the best of the best — we care as much about the right soft skills as we do about hard skills.
  • We want you here long-term and give you the benefits and support you’ve always dreamed of.
  • We work one-on-one to match you with the perfect client.
  • We love the strategic, initiative-taking, proactive doers of the world.
  • You’ll have your own Talent Success Manager dedicated to your success.
  • We focus on long-term partnerships, not projects.
  • We live by: Stay humble. Be grateful. Work hard.

Core Responsibilities

  • Maintain accurate financial records in QuickBooks Online across multiple entities
  • Develop real estate budgets and proformas for investment and development projects
  • Coordinate and track real estate transactions, ensuring proper documentation and timely execution
  • Research market data using CoStar, LoopNet, and Crexi to support property and investment decisions
  • Organize financial data into clear, presentable reports and summaries
  • Manage multiple priorities with efficiency, accuracy, and attention to detail
  • Support day-to-day operations including communications, document handling, and task management using Outlook and DocuSign.

Requirements

  • 2+ years of hands-on QuickBooks Online experience (must-have)
  • 2+ years of professional experience in commercial real estate
  • Real estate bookkeeping or accounting experience with property management, investment, or development (strongly preferred)
  • Experience developing real estate budgets, proformas, and investment analysis (strongly preferred)
  • Strong critical thinking skills with ability to research solutions and work independently
  • Exceptional organizational skills and ability to multi-task across various projects simultaneously
  • Proficiency in Excel and ability to organize data into clear, presentable summaries

Benefits

  • Unlimited earning potential if you choose to take on multiple clients and have the capacity
  • Generous health allowance to support your well-being
  • Profit-sharing opportunities as the company grows
  • Access to exclusive upskilling and training in AI, operations, and leadership
  • Monthly raffles and performance bonuses
  • A tight-knit, supportive community and a dedicated Talent Success Manager to guide your journey

Perks & Benefits Extracted with AI

  • Health Insurance: Generous health allowance to support your well-being
  • Learning Budget: Access to exclusive upskilling and training in AI, operations, and leadership

Achieve More with Assistantly! 💙🦄 Assistantly champions are dedicated, vibrant, and diverse talent, united in transforming businesses globally through seamless partnerships.#assistantly #wefindunicorns #achievemore

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