1031 Exchange Associate

Our 1031 Exchange team is seeking an Associate! This position requires high attention to detail, compliance with regulations, and outstanding customer service.

Essential Responsibilities include but are not limited to:

• Prepare and process exchange documents for both relinquished and replacement properties
• Reconcile the exchange deposits and incoming fees daily
• Reconcile exchange deposits to final settlement statements
• Check and open all incoming mail and courier deliveries
• Answer phone and check voice mail messages throughout the day
  • Respond with appropriate action for each message
  • Check emails throughout the day
    • Respond with appropriate action for each message
    • Calendar important dates and reminders for all exchanges
    • Monitor the Exchange Dept Outlook Calendar daily - take appropriate action for any reminders or appointments that occur
    • Maintain Exchange Dept Whiteboard system in Excel
    • Communicate with client and escrow officer regarding any active exchanges that need attention including obtaining documents to process exchange documents and obtaining signatures on exchange documents
    • Scan all exchange documents for electronic storage on each exchange
    • Prepare and calendar the 45 ID Packets for delivery to clients
    • Prepare refund packets (if needed), including Franchise Tax Board Form 593
    • Prepare the relinquished and replacement property closing packets for mailing to client

Keyword: 1031 Exchange Associate
Required Experience:

Minimum Requirements:

• Basic knowledge of Microsoft Office with emphasis on Excel and Outlook required.
• Project a businesslike professionalism to the client in both appearance and manner.
• Possess a strong customer service orientation, and a willingness to place the customer first.
• Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
• Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
• Ability to work with minimal supervision while performing duties.
• Bilingual in English and Spanish is a PLUS!

Desired Qualifications:

• 2 -3 years of office or customer service experience
• Experience in industries familiar with real estate or tax transactions, such as 1031 Exchange, Escrow, Title, Paralegal, Law Office or Accounting firms

Target Compensation: $26.38 - $31.66 hourly, depending on experience.

Benefits:

• Competitive Medical Insurance (PPO&HMO)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-term and Long-term Disability
• 401k Retirement Plan
• Vacation Hours
• Sick Time
• 11 Paid Holidays Per Year!