Exchange Assistant

What We Do

At Security 1st Exchange, LLC, our team of 1031 Exchange experts offer proven solutions to work with customers and their tax advisors to make sure exchanges are as seamless as possible. We are dedicated to offering the best-in-class customer service throughout the process.

We are looking for hard-working and dedicated individuals who are interested in embarking on a new career. If you have a strong work ethic, solid customer service skills, and are willing to learn, we would like to interview you for our team.

• Paid Training
• Work Days:
  Monday-Friday
• Paid Holidays + competitive PTO accruals
• Comprehensive Benefits Package including Health, Dental, Vision, 401K, Life Insurance, and more.
• Valuable education and knowledge in the 1031 exchange industry providing real-life benefit

The Exchange Assistant is a key position that supports the team by working with both internal and external customers to initiate, process, and close 1031 exchange transactions. Specific job responsibilities include:

• Review Real Estate Purchase Agreements
• Open exchanges and create relevant documents
• Send out appropriate correspondence and professionally field inquiry calls
• Monitor timelines to ensure smooth closings
• Perform clerical duties such as filing, faxing, mailings, etc.
• Oversee collection of outstanding documentation for closings
• Perform basic accounting duties, not limited to the following: open/close savings accounts, collect proper fees, follow up on outstanding checks and invoices
• Maintain operations by following policies and procedures; reporting needed changes
• Contribute to the team effort by accomplishing related tasks as needed
• Other duties as assigned

• Align with the company's core values of integrity, innovation, collaboration, community, and excellence.
• Take direction and ask for clarity when necessary
• Utilize direct, clear communication with the team and manager
• Have the ability to work overtime as requested and approved by management

• High school diploma or equivalent (required).
• Ability to pass a background check
• A valid driver’s license and the ability to travel on occasion as needed
• 1-3 years of previous experience in title insurance, lending, or real estate is preferred
• Basic computer skills and knowledge of Google Suite and/or Microsoft Suite
• Ability to provide outstanding customer service
• Dependability, strong work ethic and punctuality
• Excellent verbal and written communication skills
• Ability to learn quickly and thrive in a fast paced environment

Full-Time

Monday to Friday

In person

Security 1st Exchange, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Security 1st Exchange, LLC makes hiring decisions based solely on qualifications, merit, and business needs at the time.