[Remote] Exchange Assistant (Remote EST)

Note: The job is a remote job and is open to candidates in USA. ForFutures Financial, Planning is a financial advisory practice of Ameriprise Financial Services LLC that values its people and promotes an inclusive culture. The Exchange Assistant will support Exchange Officers in executing 1031 tax-deferred exchanges, engaging with clients and stakeholders to manage the opening, processing, and closing of transactions.

Responsibilities

• Develop proficiency in 1031 rules and ability to answer customer questions
• Handle inquiry calls
• Review purchase agreements and title reports
• Prepare exchange documentation for relinquished and replacement property closings
• Follow company’s procedures and comply with Accounting Policy
• Monitor time deadlines and closing dates
• Handle all accounting for the exchange files
• Manage exchange process in a timely manner
• Review estimated closing statements for approval
• Handle acceptance and disbursement of funds in accordance with 1031 rules
• Collect fee income and final signed documentation
• Perform any other duties requested by the exchange officer in order to manage the exchange process
• Trouble shooting and customer management
• Follow up with existing and potential clients for increased business
• Cooperate with exchange officer, manager and sales reps to develop business

Skills

• High School diploma or equivalent
• 1-3 years of administrative experience
• Working knowledge of fundamental concepts, practices and procedures of department/field
• Good verbal and written communication skills
• Establishes effective working relationships at the work group level
• Experience as an escrow officer or assistant
• Fluency in Spanish

Benefits

• Medical
• Dental
• Vision
• 401k
• PTO/paid sick leave
• Employee stock purchase plan

Company Overview