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.

1031 Exchange Associate (Immediate Opening)

Responsibilities include, but are not limited to, proficiency in 1031 Exchange rules and regulations, the ability to clearly and accurately answer client questions both verbally and in writing, handle inquiry calls for services, process transactional documents pertaining to 1031 Exchanges. Administration of all paperwork involved in the 1031 Exchange process, and any other requests that may be asked of the team member.

Qualifications include experience in either 1031 Exchange, real estate, escrow, title, tax, accounting or legal. Advanced computer skills required - must be proficient with Microsoft Word, Excel, and Outlook and have experience with robust CRM software. Experience with Trust Accounting Software is a Plus. Must possess the ability to prioritize and multitask in a fast paced environment, and be deadline and detail-oriented. Candidates must possess excellent client service

, organizational, interpersonal, verbal and written communication skills with a positive can-do attitude. A Plus would be a bilingual candidate - fluent in English and Spanish.

Company info

Exeter 1031 Exchange Services, LLC