Note: The job is a remote job and is open to candidates in USA. ForFutures Financial, Planning is a financial advisory practice of Ameriprise Financial Services LLC that prioritizes its people. They are looking for an Exchange Assistant to assist Exchange Officers in managing 1031 tax-deferred exchanges, including opening, processing, and closing transactions while providing excellent customer service.

Responsibilities

• Open Exchanges – handle or assist the exchange officers in the following:
• Develop proficiency in 1031 rules and ability to answer customer questions
• Handle inquiry calls
• Review purchase agreements and title reports
• Prepare exchange documentation for relinquished and replacement property closings
• Follow company’s procedures and comply with Accounting Policy
• Process – handle or assist the exchange officers in the following:
• Monitor time deadlines and closing dates
• Handle all accounting for the exchange files
• Manage exchange process in a timely manner
• Closing – handle or assist the exchange officers in the following:
• Review estimated closing statements for approval
• Handle acceptance and disbursement of funds in accordance with 1031 rules
• Collect fee income and final signed documentation
• Perform any other duties requested by the exchange officer in order to manage the exchange process
• Customer Service/Business Development
• Trouble shooting and customer management
• Follow up with existing and potential clients for increased business
• Cooperate with exchange officer, manager and sales reps to develop business

Skills

• High School diploma or equivalent
• 1-3 years of administrative experience
• Working knowledge of (and/or the willingness to learn) fundamental concepts, practices and procedures of department/field
• Good verbal and written communication skills
• Detail oriented approach to tasks
• Establishes effective working relationships with team members
• Experience in real estate or law (as an escrow officer or assistant is preferred but not required)

Benefits

• Medical
• Dental
• Vision
• 401k
• PTO/paid sick leave
• Employee stock purchase plan

Company Overview