Reverse Exchange Assistant

Job Summary

Assisting Reverse Exchange Officers, the full-time Remote Reverse Exchange Assistant will open, process, and close 1031 tax-deferred exchanges while collaborating with internal and external customers across the U.S.

Key responsibilities

• Open and process exchanges by handling inquiries, reviewing agreements, and preparing documentation
• Monitor deadlines and manage accounting for exchange files, ensuring compliance with company procedures
• Provide customer service and support business development efforts by following up with clients and collaborating with team members

Required qualifications

• High School diploma or equivalent
• 1-3 years of administrative experience
• Experience in real estate or law, preferably as an escrow officer or assistant
• Willingness to learn fundamental concepts and practices related to the role
• Ability to establish effective working relationships with team members