Real Estate Paralegal1031 Exchange Coordinator

What we do:

Legal 1031 Exchange Services LLC is a Qualified Intermediary for IRC 1031 tax deferred exchanges. A Qualified Intermediary is an independent third party to the transaction whose function is to structure the exchange as well as to act as the independent escrow agent for the exchange funds. While a Qualified Intermediary may not provide tax or legal advice we can however provide information and istance. For more information please visit our website at

See below for full job description.

Qualifications:

• Language Fluency: English (Required);
• An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional;
• Prior experience in any of the following areas will be strongly considered: escrow title real estate financial services;
• However we are willing to train candidates with a demonstrated interest in real estate tax or law;
• Demonstrate proficiency utilizing Word and Excel;
• Excellent time management ss and ability to multitask and prioritize work;
• Demonstrate a high level of customer service;
• Strong organizational ss and attention to detail a must;
• Excellent verbal and written communications and public relations ss;
• Strong ytical interpersonal and communication ss;
• Must possess a strong work ethic;
• Detailoriented and professional; able to handle confidential information;
• Paralegal: 1 year (Required)

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employer Paid Life insurance
• Employer Paid LTD
• Paid Time Off
• 401(k)
• 401(k) Employer Match
• Flexible Spending Account
• Health Savings Account
• Employee istance Program
• Annual base salary for this position is $50000 $70000
• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings LP (TIH) offering the position
• TIH offers medical dental vision life insurance disability accidental death and dismemberment and taxpreferred savings accounts along with other voluntary benefits
• All regularly scheduled teammates (not temporary or contingent workers) regardless of the number of scheduled hours can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays
• For more details on TIHs generous benefit plans please visit our Benefits site
• Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest

Responsibilities

• This is a job to be used temporarily in order to facilitate bringing a nonexempt teammate from an acquired institution into Truist Insurance Holdings in a timely manner
• Once a formal job cl is created or identified teammates should be moved into the elished job that accurately reflects duties and responsibilities being performed
• In this role you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career ss
• Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
• Coordination with the sales team and clients to secure client engagements;
• Preparation of exchange doents and related coordination with clients and their advisors;
• Management of high volume transactions;
• Calendar management tracking critical dates and follow up accordingly;
• Extensive verbal and written communication to coordinate with clients their representatives and other parties involved in transactions;
• Maintaining client files account statements balancing of escrow accounts and providing administrative support;
• Verification of wire disbursements with clients and third party recipients
• Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job description:

Come grow with our team of tax professionals and attorneys! Successful and growing 1031 Exchange Company in Woodbury seeks a bright highly selfmotivated detailoriented candidate with a positive attitude. This is an excellent entry level position for a paralegal with real estate experience or young real estate professional to grow with us and to develop as a professional. In this role you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career ss. We strive to maintain a collaborative collegial and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.

Prior experience in any of the following areas will be strongly considered: escrow title real estate financial services. However we are willing to train candidates with a demonstrated interest in real estate tax or law.

Essential Functions & Responsibilities:

• Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
• Coordination with the sales team and clients to secure client engagements;
• Preparation of exchange doents and related coordination with clients and their advisors;
• Management of high volume transactions;
• Calendar management tracking critical dates and follow up accordingly;
• Extensive verbal and written communication to coordinate with clients their representatives and other parties involved in transactions;
• Maintaining client files account statements balancing of escrow accounts and providing administrative support;
• Verification of wire disbursements with clients and third party recipients.

Requirements:

Demonstrate proficiency utilizing Word and Excel;

Excellent time management ss and ability to multitask and prioritize work;

Demonstrate a high level of customer service;

Strong organizational ss and attention to detail a must;

Excellent verbal and written communications and public relations ss;

Strong ytical interpersonal and communication ss;

Must possess a strong work ethic;

Experience with tax and real estate concepts preferred but not required;

Detailoriented and professional; able to handle confidential information.

Job Type: Fulltime

Experience:

Real Estate: 1 year (Preferred)

Paralegal: 1 year (Required)

Education:

Bachelors degree (Preferred)

Paralegal Certificate (Preferred)

Schedule: Monday to Friday

Legal 1031 is an Equal Opportunity Employer.

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings LP (TIH) offering the position. TIH offers medical dental vision life insurance disability accidental death and dismemberment and taxpreferred savings accounts along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers) regardless of the number of scheduled hours can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on TIHs generous benefit plans please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest.

As you advance through the hiring process you will learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result TIH is a separate company from Truist Bank as of May 6 2024. Refer to the news release for details.

TIH Insurance Holdings LP (TIH) supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other clification protected by law. TIH is a Drug Free Workplace.