1031 Exchange Associate

Our client is a well known and respected financial institution based in Kern County CA. With rapid expansion and long term strategic growth plans, this is an opportunity to join a dynamic team orientated environment offering advancement and exceptional benefits. This is a direct hire opportunity available immediately. 

Job Description

Primary support and back up function for 1031 Exchange Officer. This position requires high attention to detail, compliance with regulations, and outstanding customer service. Basic knowledge of excel required.

    • Prepare the Relinquished and Replacement property closing packets for mailing to client
    • Scan in exchange documents for electronic storage on each exchange
    • Perform additional duties when the Exchange Officer is out of the bank such as:
    • Reconcile the exchange deposits in the aggregate each morning
    • Check and open all incoming mail and courier deliveries
    • Answer phone and check voice mail messages throughout the day
    • Respond with appropriate action for each message
    • Check emails throughout the day
    • Respond with appropriate action for each message
    • Monitor the Exchange Dept Outlook Calendar - take appropriate action for any reminders or appointments that pop up
    • Be able to Process Exchange Documents for both Relinquished and Replacement Properties as needed

Minimum Requirements

  • Experience and Skills

    • Project a businesslike professionalism to the client in both appearance and manner.
    • Possess a strong customer service orientation, and a willingness to place the customer first.
    • Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
    • Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
    • Ability to work with minimal supervision while performing duties.


Experience :
1-2 years
Wage :
Job Location :
Creation date :