Exchange Officer (Remote) (Finance)

This position is responsible for providing exceptional customer service to the organization's clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Supports more complex transactions with demonstrated industry knowledge.

• Executing on subject matter experts' consultations with clients
  • Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
  • Maintaining client files, reports and providing administrative support as may be required
  • Assisting with cash management (banking and funding) to service client accounts
  • Providing support to clients including troubleshooting and problem escalation as needed
  • Providing strong, consistent customer service to all clients and maintains client relationships
  • Assisting with onboarding and training of new clients and retention of existing clients
  • Fielding inquiries from clients via phone, email, and web-leads
  • Good knowledge and understanding of 1031 exchanges
  • Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings
  • Have working knowledge of interrelationship of forward exchanges with parking exchanges
  • Ability to manage account relationships
  • Responsible for more complex exchange transactions
  • Conversant with more complicated issues that can arise in exchange administration such as:
• Individual or entity that owns replacement property desired by the taxpayer
• Seller financing
• Mixed use of property (i.e., farmhouse on farmland, home office within home)
• Related Party transactions
• Credits of rent and security deposit exchange implications
• Exchanging in or out of personal residences/vacation homes and investment property
• Drop & Swap issues
• Refinancing relinquished and replacement properties
• Holding period requirements
• Same taxpayer issues
• Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps
• Escalating and assisting with issues and problems through issue resolution
• Additional tasks or responsibilities as needed by the company

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