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Operations & Legal Coordinator

Job description

This is a remote position.

An investment firm specialising in M&A transactions is seeking a high-calibre Assistant to the CEO. This is a pivotal role designed for a sharp, tech-savvy professional who will act as the functional backbone of the firm’s daily operations. This is a full-time role requiring some overlap with US working hours.

Working directly with the Founding Partner, the successful candidate will coordinate complex cross-border deals, interfacing with US-based investment bankers, corporate attorneys, and institutional investors. The role requires a unique blend of executive presence, meticulous legal document coordination, and a forward-thinking approach to AI-driven operational efficiency.

Key Responsibilities

  • Executive Liaison: Host and manage high-stakes Zoom engagements with US-based professionals (bankers, attorneys, and auditors), serving as the professional face of the CEO’s office.

  • Legal Document Coordination: Edit and format critical M&A documentation, including NDAs, Share Purchase Agreements (SPAs), Letters of Intent (LOIs), and Engagement Letters, ensuring absolute precision before final attorney review.

  • AI Workflow Innovation: Build and maintain AI-powered workflows, specifically utilising Claude, to automate deal management and streamline firm-wide operations.

  • Portfolio Digital Oversight: Manage the website presence and social media profiles for public company assets within the firm’s micro-cap portfolio.

  • Strategic Partner Outreach: Execute professional outreach to US-based partners via email and LinkedIn, maintaining a sophisticated business tone and high level of acumen.

  • Global Deal Coordination: Synchronise schedules and deliverables across multiple time zones, ensuring the CEO is seamlessly supported during live M&A transactions.



Requirements

  • English Fluency: Native-level or fluent professional English (written and spoken) is essential for direct interaction with senior US finance and legal professionals.

  • Professional Experience: 3–7 years of experience in executive assistance, legal administration, operations coordination, or professional services.

  • Technical Precision: Exceptional ability to format and edit complex legal and financial documents with zero margin for error.

  • US Market Alignment: Full availability to overlap with US business hours (EST) for scheduled calls and real-time deal coordination.

  • AI Aptitude: A deep interest in emerging tech, with the ability to leverage AI tools for business process automation.

  • Commitment: A stable and reliable professional looking for a long-term role where continuity is vital to transaction success.

Preferred Qualifications

  • Previous experience in an investment banking, private equity, or legal environment preferable.

  • Knowledge of US business etiquette and international professional standards.

Required Software Skills

  • AI Platforms (Advanced Claude / Prompt Engineering)

  • Microsoft 365 (Expert-level Word for legal formatting)

  • Zoom (Professional hosting and meeting management)

  • CMS & Social Media Management (Website maintenance)



Benefits

  • High-Level Exposure: Gain direct experience in international M&A, investor relations, and public company operations.
  • Direct Impact: Collaborate directly with the Founding Partner in a high-growth, non-bureaucratic environment.
  • Full Remote Flexibility: Work from home while being part of a sophisticated international investment firm



Salary: R32 000

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