Exchange Coordinator

About the role

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• Regular or Temporary: Regular
• Language Fluency: English (Required)
• Work Shift: 1st Shift (United States of America)

Please review the following job description

Come grow with our team of tax professionals and attorneys! Successful and growing 1031 Exchange Company in Woodbury seeks a bright, highly self-motivated, detail-oriented candidate with a positive attitude.

Legal 1031 Exchange Services, LLC ("Legal 1031) is a leading provider of national qualified intermediary services. Our company is a division of Kensington Vanguard National Land Services, one of the leading title insurance and settlement agencies in the United States.

This is an excellent entry level position for a paralegal with real estate experience or young real estate professional to grow with us and to develop as a professional. In this role, you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career skills. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.

Prior experience in any of the following areas will be strongly considered: escrow, title, real estate, financial services. However, we are willing to train candidates with a demonstrated interest in real estate, tax, or law.

Essential Functions & Responsibilities

• Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
• Coordination with the sales team and clients to secure client engagements;
• Preparation of exchange documents and related coordination with clients and their advisors;
• Management of high volume transactions;
• Calendar management tracking critical dates and follow up accordingly;
• Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions;
• Maintaining client files, account statements, balancing of escrow accounts and providing administrative support;
• Verification of wire disbursements with clients and third party recipients.

Requirements

• Demonstrate proficiency utilizing Word and Excel;
• Excellent time management skills and ability to multi-task and prioritize work;
• Demonstrate a high level of customer service;
• Strong organizational skills and attention to detail a must;
• Excellent verbal and written communications and public relations skills;
• Strong analytical, interpersonal, and communication skills;
• Must possess a strong work ethic;
• Experience with tax and real estate concepts preferred, but not required;
• Detail-oriented and professional; able to handle confidential information.

Experience

• Real Estate: 1 year (Preferred)
• Paralegal: 1 year (Required)

Education

• Bachelor's degree (Preferred)
• Paralegal Certificate (Preferred)

Schedule: Monday to Friday

Legal 1031 is an Equal Opportunity Employer. Job Type: Full-time

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employer Paid Life insurance
• Employer Paid LTD
• Paid Time Off
• 401(k)
• 401(k) Employer Match
• Flexible Spending Account
• Health Savings Account
• Employee Assistance Program

The annual base salary for this position is $55,000.00 - $60,000.00.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support.

Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

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