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Nationwide 1031 Exchange Career Opportunities


Last Updated: Friday, September 2, 2016

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 402 West Broadway, Suite 400, San Diego, California, 92101, unless otherwise stated.

Bilingual (English/Spanish) 1031 Exchange Assistant (Immediate Opening)

Responsibilities include, but are not limited to, providing superior customer service support to/for the Spanish Speaking Division of the 1031 Exchange Administration Group, which includes answering and directing calls through a multi-line, multi-company telephone system, heavy client contact, heavy client relationship management ("CRM") system input, handling and sorting daily mail, fax and email transmissions, responding to client inquiries via letter or email, mailing sales and marketing material as needed, proofreading correspondence, filing, ordering office supplies, answering basic 1031 Exchange questions when able, and any other requests that may be asked of the person. 

Must be fluent in English and Spanish.  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, organizational, interpersonal, verbal and written communication skills with a positive can do attitude.

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. 

Trust Operations/Accounting Assistant/Accounting Clerk (Immediate Opening)

Responsibilities include, but are not limited to, corporate bookkeeping/accounting and financial reporting, trust (fiduciary) and corporate account reconcilements, accounts payable, accounts receivable, analyzing and reconciling cash management investments, forming/tracking/dissolving limited liability companies for client transactions, sales commission computations, monitoring corporate legal files, assistance in answering phones and cross training to assist the Trust Operations Department.

Must have experience with Quickbooks Online.  Intermediate level Microsoft Excel spreadsheet skills required, advanced level skills a huge plus.  Must be comfortable with working in a paperless environment.  Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills with a positive can do attitude.

Bilingual (English/Spanish) Assist. Exchange Administrator (Immediate Opening)

Responsibilities include, but are not limited to, providing superior customer service in the administration of 1031 Exchange transactions, which includes, heavy client contact, heavy client file administration, heavy client relationship management ("CRM") system input, providing guidance to clients and their professional advisors regarding their 1031 Exchange transactions, and any other requests that may be asked of the person.

Experience in the administration of 1031 Exchange transactions is required for 1031 Exchange Administrator positions.  Experience in real estate, escrow, title insurance, tax, accounting or legal a significant plus, but is not required.  Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills.

Southeast Regional Manager - Florida (Immediate Opening)

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 or settlement 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. 

Business Development/Sales Positions (Immediate Openings Nationwide)

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.

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 hr@exeterco.com 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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