M&A Client Services Administrator at Coastal

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Sep, 26

Salary

80000.0

Posted On

16 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Virtual Data Room Administration, Due Diligence, NDA Tracking, Client Relationship Support, Document Control, Microsoft Office 365, Advanced Word Formatting, Excel Data Tracking, C-Suite Communication, Corporate Records Management

Industry

Business Consulting and Services

Description

Job Title: M&A Client Services Administrator Location: San Francisco, CA (Hybrid / Financial District) Department: Client Services & Deal Operations Employment Type: Full-Time Job Description Monarch Advisory Group is a boutique middle-market mergers and acquisitions (M&A) advisory firm handling transactions valued between $10M and $50M+. We are seeking a highly organized, meticulous M&A Client Services Administrator to act as the primary operational backbone for our San Francisco deal team. In this role, you will bridge the gap between our executive leadership, external legal teams, and business founders during high-stakes transaction lifecycles. You will be responsible for administering client data, securing critical documentation, and ensuring compliance across all stages of sell-side and capital advisory projects. The ideal candidate thrives in a fast-paced, highly confidential corporate environment and possesses an elite eye for detail. Key Responsibilities Transaction & Due Diligence Intake: Administer the onboarding pipeline for new advisory clients, ensuring all executed engagement letters, corporate records, and compliance items are securely logged. Virtual Data Room (VDR) Administration: Index, categorize, and audit proprietary corporate and financial documentation within secure online data rooms for buyer due diligence. NDA & Compliance Tracking: Oversee the distribution, signing, and archival tracking of corporate Non-Disclosure Agreements (NDAs) with prospective institutional buyers. Client Relationship Support: Coordinate communications and schedule critical meetings (such as management presentations and closing dinners) between business founders, private equity investors, and buyers. Executive Document Control: Format, proofread, and assemble sensitive marketing briefs, pitch decks, and Confidential Information Memorandums (CIMs) for executive review. Requirements & Qualifications Experience: 2+ years of professional administrative or client services experience within an investment bank, law firm, private equity group, CPA firm, or commercial real estate agency. Confidentiality: Proven track record handling highly sensitive, proprietary corporate data with absolute discretion and integrity. Technical Skills: Proficient with Microsoft Office 365 suite (advanced Word document formatting and intermediate Excel data tracking) along with modern secure file sharing ecosystems. Communication: Polished written and verbal presentation skills, with comfort communicating directly with C-suite executives and founders. Education: Bachelor’s degree or equivalent vocational administrative training is preferred but not required. Benefits & Compensation Salary Range: $65,000 – $80,000 base salary (commensurate with local market rates). Fully covered health, dental, and vision insurance. 401(k) retirement matching program. Hybrid work arrangement (3 days on-site at 100 Pine Street / 2 days remote).

Responsibilities

The role serves as the operational backbone for the M&A deal team, managing client onboarding and due diligence documentation. Responsibilities include administering virtual data rooms, tracking NDAs, and coordinating communications between founders and investors.