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Nationwide 1031 Exchange Career Opportunities

Last Updated: Tuesday, July 11, 2017

Are you a customer service focused professional seeking a career opportunity in the 1031 Exchange Qualified Intermediary industry?  If so, we invite you to contact us to discuss a challenging and rewarding position with the most innovative and aggressive tax-deferred financial services company of its kind.  Applicants must have superior customer service skills.  

The following positions are located in the company's national corporate headquarters office located at 404 Camino del Rio South, Suite 600, San Diego, CA 92108, unless otherwise stated.

Executive Assistant to CEO (Immediate Opening)

Responsibilities include, but are not limited to, executive level support for the President and Chief Executive Officer and the rest of the executive management team, including calendar/schedule/conference call management, prioritizing tasks, taking meeting minutes, preparing expense reports and routine bookkeeping activities, proof reading, screening/prioritizing heavy phone call volume, review, prioritize and respond to emails and other communications, assist with tracking, monitoring and following up on new business opportunities, some traveling to meetings/trade shows/conferences, making travel arrangements and ordering office supplies.

Applicants should have at least ten (10) years of direct experience and/or training in the administration of 1031 Exchange transactions. Qualifications include ability to read, write, analyze, interpret, understand and concisely summarize general business periodicals, professional journals, technical publications, or governmental regulations, and to effectively communicate technical information in written, oral, or other presentation formats and respond to related questions is absolutely necessary. Position requires the ability to perform math, general bookkeeping and accounting functions, including, but not limited to, statement reconcilements, computation of fee quotes, discounts, interest, commissions, proportions, and percentages. Applicant must be able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.  Advanced proficiency in Microsoft Word, Excel, Power Point, Outlook as well as Adobe Acrobat software required.  Experience with CRM or other comparable CRM system is a huge plus.  Excellent client service, critical thinking, organizational, interpersonal, verbal and written communication skills are needed.  The ability to exercise and maintain complete confidentiality and discretion is mandatory. 

Bachelors of Science degree is a plus, but not required.  Experience and/or training in the areas of escrow services, tax services or legal services is a plus, but not required.

Exchange Associate
(Immediate Opening) - Bilingual is a Plus

Responsibilities include, but are not limited to, proficiency in 1031 Exchange rules and regulations, the ability to clearly and accurately answer client questions both verbally and in writing, handle inquiry calls for services, process transactional documents pertaining to 1031 Exchanges. Administration of all paperwork involved in the 1031 Exchange process, and any other requests that may be asked of the candidiate. 

Qualifications include experience in either 1031 Exchange, real estate, escrow, title, tax, accounting or legal. Advanced computer skills required - must be proficient with Microsoft Word, Excel, and Outlook and have experience with robust CRM software.  Experience with Trust Accounting Software is a Plus.  Must possess the ability to prioritize and multitask in a fast paced environment, and be deadline and detail-oriented. Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills with a positive can-do attitude.  A Plus would be a bilingual candidate - fluent in English and Spanish. 

Marketing Support (Immediate Opening)

Responsibilities include, but are not limited to, providing superior customer service support to/for the Marketing and Business Development Department of the 1031 Exchange Group, which includes answering client calls, heavy client contact, heavy client relationship management ("CRM") system input, cold calling, client follow up, email marketing, social media, monitoring and following up on new business opportunities, new lead generation, fax and email transmissions, responding to client inquiries via letter or email, mailing sales and marketing material as needed, proofreading correspondence, filing, answering 1031 Exchange questions when able, and any other requests that may be asked of the person. 

Must be fluent in English.  Second language is a plus, but is not required.  Experience in either 1031 Exchange, real estate, escrow, title insurance, tax, accounting or legal is a plus, but is not required.  Advanced computer skills required.  Candidates must possess excellent client service, critical thinking, organizational, interpersonal, verbal and written communication skills with a positive can do attitude. 

Business Development/Sales Positions (Immediate Openings Nationwide)

- South, Southeast, Northwest, and Northeast

Responsibilities include intensive client relationship management, aggressive strategic sales planning to identify, contact and build new client relationships, pricing authority to achieve assigned revenue targets, active promotional and educational speaking and some travel.

Requirements include sales or marketing experience in one of the following fields: 1031 tax-deferred exchange, tax, legal, escrow services, title insurance or real estate.

Must possess excellent organizational, interpersonal, verbal and written communication, and negotiation and presentation skills. Superior client relationship-building and consultative sales skills are an absolute must. 

Sales, Business Development and Branch Manager positions are available throughout the United States and office location will depend on regional territory assigned.

We are actively looking for Business Development Representaives located in the Ft. Lauderdale/Miami area, Seattle, Washington area, and New York/New England area.

Compensation and Benefits

Exeter 1031 Exchange Services, LLC offers a competitive compensation and benefits package commensurate with the professional’s experience and customer service skills, including medical benefits, a 401(k) retirement plan with both traditional pre-tax and Roth after-tax contribution options, enhanced vacation and sick day benefits and flexible work time and annual company trips.  Exeter 1031 Exchange Services, LLC is an equal opportunity employer (EOE).

Interested candidates should send their resumes, references and salary history and requirements via email to or via fax to (619) 852-1572. Qualifying candidates that possess the requirements outlined above and the mandatory superior client service skills will be contacted for a phone interview.


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