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Career Opportunities at The Exeter Group of Companies


Last Updated: Friday, August 9, 2019   

Join our team! Are you a client service focused professional seeking a rewarding career opportunity in the financial, fiduciary, or trust services industry?  The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Trust Company, is one of the most innovative financial services companies of its kind. Our team members are the key to our continued success!  We are growing, expanding and looking for team members to join our corporate family.

We offer a superior corporate (family) culture including a discretionary incentive compensation plan, liberal paid time off and fully paid employee health care coverage. 

If you possess the WOW factor and are looking for a challenging and regarding career in a fast-paced environment, we want to talk to you!  Interested candidates should send their resumes, references and salary requirements via email to hr@exeterco.com or via fax to (619) 852-1572.

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 a Regional Office is stated. 

Open Positions with Exeter 1031 Exchange Services, LLC

1031 Exchange Assistant/Receptionist in San Diego, CA

1031 Exchange Assistant in San Diego, CA

1031 Exchange Assistant in Cheyenne, WY

1031 Exchange Associate in San Diego, CA

Business Development Officer in Los Angeles, CA

Business Development Officer in Seattle, WA

Business Development Officer in Tampa, Florida

Open Positions with Exeter Trust Company

Manager Trust Operations Group in Cheyenne, WY

Trust Operations Assistant in Cheyenne, WY

Trust Administration Assistant in Cheyenne, WY

Open Positions with Exeter IRA Services, LLC

Manager Retirement Services Group in San Diego, CA


Positions with Exeter 1031 Exchange Services, LLC

1031 Exchange Assistant/Receptionist (Immediate Opening)

Entry-level clerical support customer service position at fast-paced Financial Services/1031 Exchange Company located in San Diego’s Mission Valley area.

Candidates must possess excellent customer service skills, organizational and multi-tasking skills, and strong verbal and written communication skills. Successful candidate will possess a positive attitude with the ability to work in a fast-paced multi-tasking environment with strong attention to detail and accuracy.

Responsible for answering phone calls, taking accurate detailed messages and directing the calls to the appropriate staff member for handling. Must be skilled at handling busy multi-line phone system with a strong emphasis on Customer Service. Position is also responsible for clerical functions related to the 1031 exchange process including data entry to open and maintain accounts on our trust accounting and CRM systems. Saving and scanning transactional documents in a paperless environment. Setting up reminder and follow up tasks, monitoring and processing incoming and outgoing faxes, mail and e-mails.

Position requires excellent customer service skills and the ability to accurately and efficiently multi-task in a detail oriented fast paced paperless environment.

Proficiency in Microsoft Word, Excel and Outlook required. Bilingual English/Spanish a plus. Prior experience in any of the following areas; 1031 exchange, escrow, title, real estate is helpful but not required.

1031 Exchange Assistant (Immediate Opening)

Responsibilities include, but are not limited to, providing superior customer service support to 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. 

Plus would be a bilingual candidate - 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.

1031 Exchange Assistant (Immediate Opening in Cheyenne, Wyoming)

Responsibilities include, but are not limited to, providing superior customer service support to 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. 

Plus would be a bilingual candidate - 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.

1031 Exchange Associate (Immediate Opening)

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 team member. 

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.

Business Development Officer (Immediate Opening in Los Angeles, Calif)

Responsibilities include intensive client relationship management, strategic sales planning to identify, contact and build new client relationships, educational speaking and some travel.  Requirements include sales or marketing experience in one of the following fields: 1031 Exchange, tax, legal, escrow services, title insurance or real estate.

Must possess excellent organizational, interpersonal, verbal and written communication, negotiation and presentation skill.  Superior client relationship-building and advisory and consultative sales skills, especially the ability to understand and communicate technical tax and legal subject matters, are an absolute must.  

Business Development and Regional Manager positions are available throughout the United States and office location will depend on regional territory assigned.  We are actively looking for Business Development Officers for the Seattle, Washington; Los Angeles/Orange County, California; San Francisco, California and Tampa, Florida geographic markets.

Business Development Officer (Immediate Opening in Seattle, Washington)

Responsibilities include intensive client relationship management, strategic sales planning to identify, contact and build new client relationships, educational speaking and some travel.  Requirements include sales or marketing experience in one of the following fields: 1031 Exchange, tax, legal, escrow services, title insurance or real estate.

Must possess excellent organizational, interpersonal, verbal and written communication, negotiation and presentation skill.  Superior client relationship-building and advisory and consultative sales skills, especially the ability to understand and communicate technical tax and legal subject matters, are an absolute must.  

Business Development and Regional Manager positions are available throughout the United States and office location will depend on regional territory assigned.  We are actively looking for Business Development Officers for the Seattle, Washington; Los Angeles/Orange County, California; San Francisco, California and Tampa, Florida geographic markets.

Business Development Officer (Immediate Opening in Tampa, Florida)

Responsibilities include intensive client relationship management, strategic sales planning to identify, contact and build new client relationships, educational speaking and some travel.  Requirements include sales or marketing experience in one of the following fields: 1031 Exchange, tax, legal, escrow services, title insurance or real estate.

Must possess excellent organizational, interpersonal, verbal and written communication, negotiation and presentation skill.  Superior client relationship-building and advisory and consultative sales skills, especially the ability to understand and communicate technical tax and legal subject matters, are an absolute must.  

Business Development and Regional Manager positions are available throughout the United States and office location will depend on regional territory assigned.  We are actively looking for Business Development Officers for the Seattle, Washington; Los Angeles/Orange County, California; San Francisco, California and Tampa, Florida geographic markets.

Positions with Exeter Trust Company

Trust Operations Assistant

(Immediate Openings in Cheyenne, Wyoming, Seattle, Washington or San Diego, California)

The successful candidate will provide superior client service and support to the Trust Operations Group and the Trust Administration Group in the administration of client trust, agency and custody accounts.  have a positive attitude, be highly self-motivated, professional and capable of managing their workload while prioritizing tasks in a fast-paced corporate environment with a strong attention to detail and accuracy.  Excellent time management skills and the ability to manage multiple tasks and priorities are a must.

The duties will include significant daily trust accounting input and processing, trust account statement production and distribution, bank account reconcilements, security account reconcilements, and corporate and fiduciary funds and security trade settlement processing and balancing.

Qualifications include experience in either trust company operations, commercial bank trust department operations and/or trust accounting systems or software. 

Advanced computer skills required - must be proficient with Microsoft Word, Excel, and Outlook and have experience with robust CRM software and the ability to accurately and efficiently multi-task in a detail-oriented fast-paced paperless environment.

Must possess the ability to prioritize and multitask in a fast paced environment.  Detailed and accurate work is an absolute must. Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills with a positive can-do attitude.

Manager Trust Operations Group (Immediate Opening in Cheyenne, Wyoming)

This position reports directly to the President and Chief Executive Officer.  The position is responsible for the day-to-day processing, management oversight and leadership of the Trust Operations Group.  The position requires significant hands-on involvement in the day-to-day trust operations activities.

The position is also responsible for the long-term strategic planning for the Trust Operations Group, including drafting and implementing comprehensive policies, procedures and best practices; selection, design and implementation of trust accounting systems; design and implementation of internal control systems and processes to ensure streamlined, efficient, and accurate trust operations reports, support services, and activities; design, implementation and enforcement of internal controls, dual controls, and checks and balances; and collaboration with the Compliance Officer to ensure that the company is exceeding its compliance responsibilities.

Manager Custody Services Group (Immediate Opening in Cheyenne, Wyoming)

New Position - details coming soon.

Trust Administration Assistant (Immediate Opening in Cheyenne, Wyoming)

New position - details coming soon.

Positions with Exeter IRA Services, LLC

Manager Retirement Services Group

Responsibilities include the day-to-day account administration, management and oversight of the Retirement Services Group.  The position requires significant hands-on involvement in the day-to-day administration activities.

The position is also responsible for the long-term strategic planning for the Retirement Services Group, including: ensuring that the Retirement Services Group consistently delivers superior client service and maintains high-quality service standards; drafting and implementing comprehensive policies, procedures and best practices; selection, design and implementation of systems, processes, work flows and account documentation to ensure the efficient, streamlined, automated and accurate administration of client retirement accounts in a paperless environment; and collaboration with the Compliance Officer to ensure that the Retirement Services Group is not only meeting but exceeding all requirements under Federal, state and local statutes, regulations and rules, as well as internal policies, procedures and best practices.

Retirement Services Administrator

New position - details coming soon

Custody Services Administrator

New position - details coming soon

Compensation and Benefits

The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Trust Company, offers a competitive compensation and benefits package commensurate with the team member's experience, expertise 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 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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