Office Coordinator Position Available In Montgomery, Pennsylvania

Office Coordinator 1031 CORP. Collegeville, PA 19426 PURPOSE As an Office Coordinator, you are the backbone of our daily operations, ensuring efficiency across administrative, financial, and client-service functions. You will collaborate with leadership, oversee office procedures, manage internal systems, and contribute to a positive work environment. You’ll be the first voice our clients hear and the first smile they see, setting the tone for their entire experience with us. You’re not just managing the office, you’re shaping first impressions, fostering a welcoming atmosphere, and ensuring seamless daily operations that keep our team and clients moving forward with confidence.

DUTIES AND RESPONSIBILITIES

Develop working knowledge of IRC § 1031, Treasury Dept. Deferred Exchange Regulations and company Standard Operating Procedures. Professionally and efficiently greet and provide a pleasant experience to 1031 Corp. visitors and telephone callers, ensuring a seamless experience for clients and business partners. Maintain and enhance office procedures to ensure smooth daily operations. Oversee office supply procurement, vendor relationships, and inventory control while managing costs. Ensure compliance with company policies and industry regulations, including secure handling of confidential data. Manage office communications, including shceudling meetings, preparing agendas, and recording meeting minutes Assist exchange coordination teams by ensuring timely printing of documents. Prepare monthly reports on client retention, referral sources, and key performance indicators. Assist with the planning and coordination of educational seminars, ensuring cost-effective execution and a seamless attendee experience. Assist with the tracking of presentations, sponsorships and exhibit opportunities and Represent 1031 CORP. at industry events, networking functions, and training seminars as needed. Prepare birthday cards and various postcards for valued past clients. Enter contacts in CRM databases (Microsoft Dynamics) for client, referral partner and transaction tracking. Continuously improve administrative processes through automation, technology adoption and best practices. Assist with additionally assigned tasks as needed.

KNOWLEDGE, SKILLS AND ABILITIES 1.

Ability to efficiently answer multi-line telephone, transfer calls seamlessly to appropriate party or voice mail and take accurate messages. 2. Pleasant demeanor. 3. Ability to prioritize and work under pressure. 4. Demonstrated ability to meet team and corporate objectives. 5. Ability to communicate effectively both orally and in writing, in person and by telephone. 6. Good decision-making skills. 7. Experience in office administration, operations, or executive support within a professional services environment. 8. Strong organizational and multitasking abilities, with keen attention to detail. 9. Tech-savvy, proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CRM systems (ACT! or Microsoft Dynamics preferred). 10. Exceptional communication skills, both written and verbal 11. Analytical mindset with financial acumen to manage budgets, reports, and expenses. 12. Leadership qualities to manage and mentor administrative staff.

EDUCATION, EXPERIENCE AND LICENSING

Bachelor’s degree in business administration, finance, real estate, or a related field preferred. Experience in real estate, title, banking, or legal environments. Notary Public certification (or willingness to obtain).

COMPUTER SKILLS

Familiarity with MS Windows, MS Word, MS Excel, MS Outlook for Email, contact management, MS PowerPoint and the ability to find way around Internet.

PHYSICAL DEMANDS

Occasionally required to lift up to 25 pounds.

Job Type:

Full-time Pay:

$20.00 – $25.00 per hour Expected hours: 40 per week

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance

Schedule:

8 hour shift Day shift Monday to

Friday Work Location:

In person