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RE Paralegal/ Exchange Coordinator
Job
Legal 1031 Exchange Services, LLC
Woodbury, NY (In Person)
$75,000 Salary, Full-Time
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Job Description
Overview Come grow with our team of tax professionals and attorneys! Successful and growing 1031 Exchange Company in Woodbury seeks a bright, highly self-motivated, detail-oriented candidate with a positive attitude. This is an excellent position for a paralegal with real estate experience to grow with us and to develop as a professional. In this role, you will become proficient in a highly specialized area of real estate transactions and develop other transferable career skills. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional. Key Responsibilities Support the Legal 1031 team in administering a variety of exchange transactions Preparation of exchange documents and related coordination with clients and their advisors Management of high volume transactions; Develop a strong working knowledge of §1031 exchange rules to support attorneys and other professionals Prepare exchange documentation and coordinate with clients and their professional advisors Organize and manage transaction pipelines, track critical deadlines, and ensure timely follow-up Maintain client files, account statements, and provide administrative and transactional support Collect, analyze, and verify transactional documents and related information Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions; Maintaining client files, account statements, balancing of escrow accounts and providing administrative support; Verification of wire disbursements with clients and third party recipients. Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions; Coordination with the sales team and clients to secure client engagements; Qualifications Proficiency in Microsoft Office Suite and Outlook, particularly Word and Excel Professional demeanor with strong client service and interpersonal skills Strong work ethic with the ability to manage multiple transactions and deadlines Exceptional attention to detail and ability to handle confidential information Excellent organizational, time management, verbal, and written communication skills Prior experience in real estate transactions, escrow, title, tax, accounting, or financial services is strongly preferred