Assistant Corporate Compliance, M&A Operations Support

Assistant – Corporate Compliance, M&A Operations Support (Up to ₱40K | Work-from-Home | FREE AI Certification)

Philippines | Work-from-Home | 11:00 PM–8:00 AM PH Time | Monday–Friday

You own the operational follow-through of every M&A transaction for a U.S. insurance brokerage's acquisition and affiliate network — chasing seller documentation, coordinating pre-close due diligence, setting up newly acquired agencies across every internal system and vendor, and driving post-close transition tasks to completion. Your work follows established M&A operational workflows, vendor onboarding sequences, and transition timelines aligned with deal calendars and client expectations.

This is not a general admin role. You operate as the operational right hand to the Director of M&A Operations, coordinate directly with sellers, subsidiary agencies, and third-party vendors, and are trusted to keep every acquisition on track without repeated clarification. Best suited for professionals who thrive on multi-stakeholder coordination, value structured follow-through, and prefer proactive ownership over reactive task work.

You're Likely a Strong Fit If You Have

• 3–5 years of executive assistant, project support, or comparable coordination experience (non-negotiable)
• Demonstrated ability to manage multiple concurrent priorities and shifting deadlines in a fast-paced environment
• Working proficiency in Microsoft Word, Excel, and Outlook (non-negotiable)
• Exceptional written and spoken English with strong spelling, grammar, and punctuation (non-negotiable)
• Strong attention to detail with a track record of accurate, deadline-driven output (non-negotiable)
• Willingness to work a permanent night shift (11:00 PM–8:00 AM PH Time) aligned with U.S. business hours from a stable home-office setup

Strong Signals

• College graduate in Business, Finance, Communications, or a related field
• Prior experience supporting a U.S.-based insurance brokerage, professional services firm, or M&A / private-equity-backed organization
• Familiarity with insurance or business vendors such as ADP, Empower, HIB 24/7, Mineral, Looop, or comparable platforms
• Experience coordinating IT migrations, agency onboarding, or subsidiary integrations
• Comfort using AI tools to accelerate document tracking, follow-up drafting, and status reporting

What You'll Own

Pre-Close M&A Operational Due Diligence

You own the operational threads of every deal in flight — from seller follow-up through vendor coordination.

• Work alongside the Director of M&A Operations on acquisition strategy and operational due diligence
• Participate in weekly acquisitions calls with the M&A team
• Follow up with sellers to secure documentation and action items on deadline
• Disseminate information to internal teams and vendors (ADP, Empower, and similar) during pre-close preparation

Post-Close Integration & Setup

You stand up newly acquired agencies across every system, vendor, and record they touch.

• Initiate and follow up on vendor and system setup requests upon close (HIB 24/7, Mineral, Looop, and similar)
• Update internal databases and marketing assets (contact guides, website listings) as part of post-close due diligence
• Customize transition documents based on existing templates — including Welcome Library materials and Year-One Post-Close Goals and Initiatives
• Follow up with subsidiary agencies to ensure post-close transition items are completed on deadline

Subsidiary Agency IT Migrations

You keep every acquired agency's IT migration moving from kickoff to completion.

• Coordinate migration project initiation with the third-party vendor (Strix)
• Facilitate meetings with the affiliate to review project scope and timelines
• Follow up with the affiliate and vendor to keep deadlines on track
• Provide feedback to the Director of M&A Operations to drive project efficiency

About the Company

A U.S.-based independent insurance brokerage operates an active mergers-and-acquisitions and affiliate network arm that acquires and integrates regional insurance agencies into a national network — delivering business insurance, personal insurance, employee benefits, and financial services across multiple industries. Known for decades of employee-owned operation and a structured operational integration model, offshore team members supporting the M&A team work within defined pre-close due diligence workflows, established vendor onboarding sequences, and structured post-close integration cycles.

What This Role Gives You

Benefits of GOTEAM

Accelerate Your Personal Growth

• Company-provided laptop + second monitor
• Industry-best HMO for 1 dependent + extended dependents (₱200,000 coverage, private room, ₱10,000 meds reimbursement)
• Option to enroll up to 4 additional dependents via salary deduction
• ₱1M life insurance coverage
• Membership in GoTeam Sports Club, Yoga, and Wellness Programs

Unlock Your Possibility

• Prorated 5 days Vacation Leave + 5 days Sick Leave upon regularization
• 5 Service Incentive Leave (SIL) days upon first work anniversary (convertible to cash if unused)
• Salary loan access (post-regularization)
• Employee discounts, raffles, and Day-1 welcome gift
• Opportunity to win a trip to Bali through company programs

Live Your Purpose

• Join GoTeam Cares volunteer programs
• ₱10,000 referral bonus
• Monthly gratitude events, team dinners, and leadership talks

Your Family's Benefits

• 24/7 financial, legal, and counseling support (up to 4 family members)
• Free telemedicine consultations
• Virtual family events and prize opportunities

OUR HIRING PROCESS

What Happens After You Click Apply

When you click Apply, you'll be taken to Multiplai Interview Room.

Our AI-powered, self-guided interview experience designed to be fair, flexible, and stress-free. You can start immediately or complete it later at a time that works for you.

What you'll need:

• Stable internet connection
• Desktop or laptop
• Headset

You'll answer interview questions at your own pace—no live interviewers, no surprise questions, and no pressure. Once completed, the platform generates an AI-assisted summary of your responses, and one of our recruiters will follow up with next steps.

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