1031 Exchange Specialist — Hybrid, Client-Focused Role

Cape Cod Five; Leominster (MA); Hybrid; USD 58,000 - 76,000; Full time

Job summary

Cape Cod Five is seeking a qualified professional to coordinate 1031 exchanges from start to finish, interacting with clients and their consultants to answer questions, review documents, and ensure funds move securely.

This hybrid, full-time role requires the ability to manage multiple files, maintain accurate records, and work with Fidelity Bank Operations on inflows and outflows, while delivering exceptional customer service.

Qualifications

• Two years relevant experience and/or training, or equivalent combination of education and experience.

Responsibilities

• Prepares, implements, and coordinates the editing of template-driven production documents for 1031 Exchange transactions.
• Understands the code and works with the Exchangor to encourage strict compliance with IRC 1031 requirements.
• Supports other office functions by reviewing files, data entry, binding brochures and reports and preparing final reports.
• Interacts with potential clients, clients, and their consultants to answer questions on potential, upcoming, and ongoing exchanges.
• Tracks time-sensitive exchange processes and informs the client and advisors about deadlines.
• Maintains accurate and complete file on the exchange including all related communications and instruments.
• Coordinates inflows and outflows of Exchangor funds with Fidelity Bank Operations.
• Assists in final accounting of the exchange.
• Other duties as assigned.

Skills

Customer service

Communication

Teamwork

Data entry

Excel

Tools

Word

Excel

Exchange

Job description

Cape Cod Five is seeking a qualified professional to coordinate 1031 exchanges from start to finish, interacting with clients and their consultants to answer questions, review documents, and ensure funds move securely.

This hybrid, full-time role requires the ability to manage multiple files, maintain accurate records, and work with Fidelity Bank Operations on inflows and outflows, while delivering exceptional customer service.