Exchange Assistant

Profile

Responsibilities include, but are not limited to, providing superior customer service support to the 1031 Exchange Administration Group, which includes answering and directing calls through a multi-line, multi-company telephone system, heavy client contact, heavy client relationship management (CRM) system input, handling and sorting daily mail, fax and email transmissions, responding to client inquiries via letter or email, mailing sales and marketing material as needed, proofreading correspondence, filing, ordering office supplies, answering basic 1031 Exchange questions when able, and any other requests that may be asked of the person.

Plus would be a bilingual candidate - be fluent in English and Spanish. Experience in either 1031 Exchange, real estate, escrow, title insurance, tax, accounting or legal is a plus, but is not required. Advanced computer skills required. Candidates must possess excellent client service

, organizational, interpersonal, verbal and written communication skills with a positive can do attitude.

Company info

Exeter 1031 Exchange Services, LLC