Banking Services, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Employee Retention, Financial Services, Maintain Compliance, Microsoft Exchange Server, Microsoft Office, Organizational Skills, Problem Solving Skills, Real Estate, Regulatory Compliance, Sales Management, Team Player, Time Management, Transaction Processing/Management
Exchange Officer
Location: Ocean County, NJ (Onsite)
Compensation: $60K–$85K (DOE)
Schedule: 9:00 AM – 5:00 PM (flexibility required to complete closings)
Position Overview
The Exchange Officer will serve as the primary point of contact for clients, managing and coordinating all phases of 1031 exchange transactions. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple timelines in a fast-paced environment.
Key Responsibilities
- Coordinate all phases of 1031 exchange transactions from start to finish
- Serve as the main point of contact for clients, ensuring a high level of service and communication
- Manage client accounts, timelines, and critical deadlines (45-day identification / 180-day exchange periods)
- Coordinate with closing agents, attorneys, and third parties
- Oversee fund transfers and ensure compliance with IRS regulations
- Resolve transaction issues and ensure smooth closings
- Maintain accurate documentation and assist with drafting related transaction paperwork
Qualifications
- 1–2+ years of experience in banking, financial services, or a client-facing role
- Strong customer service and communication skills
- Highly organized with the ability to manage multiple transactions simultaneously
- Detail-oriented and able to work in a fast-paced, deadline-driven environment
- Proficient in Microsoft Office Suite
- Willingness to learn and be trained in 1031 exchange processes
What Makes This Opportunity Stand Out
- Exposure to sophisticated real estate investment transactions
- Fast-paced, engaging work with real financial impact for clients
- Opportunity to learn a niche, in-demand area of the industry (1031 exchanges)
- Stable, team-oriented environment with strong employee retention
- Hands-on training and long-term growth potential
If you are interested in connecting further about any level opportunity within public accounting, please apply here or email Kaitlyn with gpac directly with any questions at
kaitlyn.opdahl@gogpac.com?iframe=true
! All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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