Exchange Coordinator
About The Position
Legal 1031 Exchange Services, LLC, a leading provider of national qualified intermediary services and a division of Kensington Vanguard National Land Services, is seeking a bright, self-motivated, detail-oriented Exchange Coordinator for its Woodbury team. This entry-level opportunity is suited to a paralegal with real estate experience or an emerging real estate professional. The coordinator will learn a specialized area of real estate transactions and develop transferable professional skills in a collaborative, collegial, and supportive environment. The company is willing to train candidates who demonstrate an interest in real estate, tax, or law. Prior experience in escrow, title, real estate, or financial services will be strongly considered. The role involves learning the basics of IRC Section 1031 exchange rules and coordinating transaction processing, client engagements, exchange documentation, communications, important dates, client files, account statements, escrow balancing, and wire disbursements. The position is full-time, scheduled Monday through Friday on the first shift. The annual base salary is $55,000–$60,000.
Requirements
- At least one year of paralegal experience is required.
- Proficiency with Microsoft Word and Excel.
- Strong time-management skills and the ability to multitask and prioritize work.
- Strong customer-service skills.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication and public-relations skills.
- Strong analytical, interpersonal, and communication skills.
- A strong work ethic.
- Professionalism and the ability to handle confidential information.
- English language fluency.
Nice To Haves
- One year of real estate experience.
- Experience in escrow, title, real estate, or financial services.
- Experience with tax and real estate concepts.
- Bachelor’s degree.
- Paralegal certificate.
- Demonstrated interest in real estate, tax, or law.
Responsibilities
- Develop a general understanding of 1031 exchange rules to support basic transaction processing.
- Coordinate with the sales team and clients to secure client engagements.
- Prepare exchange documents and coordinate with clients and their advisors.
- Manage a high volume of transactions.
- Track critical dates, manage calendars, and follow up as needed.
- Communicate verbally and in writing with clients, their representatives, and other parties involved in transactions.
- Maintain client files and account statements, balance escrow accounts, and provide administrative support.
- Verify wire disbursements with clients and third-party recipients.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Employer-paid life insurance
- Employer-paid long-term disability insurance
- Paid time off
- 401(k)
- 401(k) employer match
- Flexible spending account
- Health savings account
- Employee assistance program
- Company holidays, vacation, and sick days
- New parent leave
- Eligible positions may qualify for restricted stock units and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
