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Bill Exeter
Pro Member
#2 1031 Exchanges Contributor
  • 1031 Exchange Qualified Intermediary
  • San Diego, CA
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1031 Exchange Assistant Career Opportuntiy

Bill Exeter
Pro Member
#2 1031 Exchanges Contributor
  • 1031 Exchange Qualified Intermediary
  • San Diego, CA
Posted Oct 1 2015, 06:26

1031 Exchange Assistant (Immediate Opening)

Responsibilities include, but are not limited to, providing superior customer service support to/for 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 email, mailing sales and marketing material as needed, filing, answering basic 1031 Exchange questions when able, and any other requests that may be asked of the person. 

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. 

Visit Exeter 1031 for more details and contact instructions.

Offering