Financial Services Administrative Assistant

Sunbelt Business Advisors (Tampa & New York) is hiring an Finanical Services Administrative Assistant to support our Managing Director and ensure our M&A/business sale process runs smoothly. If you’re the kind of person who loves organized deal timelines, crisp client materials, and “nothing falls through the cracks” execution—this role is for you.

• Own marketing execution for active engagements: teasers/CIM coordination, outreach support, listing updates, and campaign tracking
• Run deal compliance + transaction coordination: checklists, document routing, diligence tracking, data room organization, and milestone deadlines
• Keep the Managing Director efficient: calendar, meeting prep, document formatting, and operational follow-through across Tampa & New York

• 5+ years in dmin/project coordination in a transaction-heavy environment
• Strong attention to detail + comfort with deadlines, documents, and confidentiality
• CRM + document workflow experience (and strong Excel/Sheets skills)
• Professional communication skills (clients, attorneys, CPAs, lenders)
• M&A, business brokerage, legal, accounting, or commercial real estate transaction experience
• Experience coordinating teasers/CIMs, diligence requests, or data rooms
• Process improvement mindset (templates, SOPs, checklists)

Message us or apply with your resume and a brief note about your most relevant transaction coordination, marketing, and execution experience.