Paralegal Exchange Coordinator

320 Legal 1031 Exchange; Town of Woodbury (NY); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Employer Paid Life insurance

Employer Paid LTD

Paid Time Off

401(k)

401(k) Employer Match

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Job summary

Legal 1031 Exchange Services, LLC is seeking a Paralegal / Exchange Coordinator for our Woodbury, Long Island location. Join our in-house legal team to support Qualified Intermediary services and complex §1031 exchanges in a fast-growing unit.

The role requires a 3-year paralegal background, 2 years real estate experience preferred, and a Bachelor’s degree or Paralegal Certificate. We offer a collaborative environment with strong professional development opportunities.

Qualifications

• Experience: Paralegal: 3 year (Required)
• Experience: Real Estate: 2 year (Preferred)
• Education: Bachelor’s degree (Preferred)
• Education: Paralegal Certificate (Preferred)

Responsibilities

• Support the Legal 1031 team in administering a variety of exchange transactions
• Assist in-house counsel with reviewing and editing correspondence, company forms, and marketing materials
• Upon training, work closely with the team on complex transactions, including reverse and improvement exchanges
• 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

Skills

Microsoft Office

Outlook

Word

Excel

Client service

Attention to detail

Communication skills

Education

Bachelor’s degree (Preferred)

Paralegal Certificate (Preferred)

Job description

Legal 1031 Exchange Services LLC is a successful and growing company specializing in Qualified Intermediary services for IRC §1031 tax-deferred (like-kind) exchanges. We serve as an independent third party in real estate transactions, structuring exchanges to qualify for tax deferral and acting as the escrow agent for exchange proceeds. We are currently seeking a Paralegal / Exchange Coordinator to join our in-house legal team at our Woodbury, Long Island location. This is an excellent opportunity for a paralegal with commercial real-estate transactional experience who is looking to grow professionally in a highly specialized area of real estate and tax law. We foster a collaborative, collegial, and supportive work environment and value continuous learning and professional development. In this role, you will gain in-depth knowledge of IRC §1031 exchanges-an invaluable skill set for professionals pursuing careers in real estate, tax, or financial services.

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Key Responsibilities

• Support the Legal 1031 team in administering a variety of exchange transactions
• Assist in-house counsel with reviewing and editing correspondence, company forms, and marketing materials
• Upon training, work closely with the team on complex transactions, including reverse and improvement exchanges
• 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

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

Experience and Education

• Experience: Real Estate: 2 year (Preferred)
• Experience: Paralegal: 3 year (Required)
• Education: Bachelor’s degree (Preferred)
• Education: Paralegal Certificate (Preferred)

Legal 1031 is an Equal Opportunity Employer.

Schedule

Monday to Friday

Job Type

Full-time

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employer Paid Life insurance
• Employer Paid LTD
• Paid Time Off
• 401(k)
• 401(k) Employer Match
• Flexible Spending Account
• Health Savings Account
• Employee Assistance Program

Salary

The annual base salary for this position is $50k - 75k.

About Legal 1031 Exchange Services, LLC

Legal 1031 Exchange Services, LLC ("Legal 1031") is a leading provider of national qualified intermediary services. Our company is a division of Kensington Vanguard National Land Services ("KV"), one of the leading title insurance and settlement agencies in the United States. Both Legal 1031 and KV are subsidiaries of CRC Group.

About Kensington Vanguard National Land Services

Kensington Vanguard National Land Services, LLC, headquartered in New York City with 400 employees, is one of the largest full-service national title insurance and settlement agencies in the U.S. Founded in 2002, Kensington Vanguard provides commercial and residential title insurance, settlement, escrow and 1031 exchange services. For more information about our company, please visit www.kvnational.com.

General Description of Available Benefits for Eligible Employees of CRC Group

• At CRC Group, we’re committed to supporting every aspect of teammates' well-being - physical, emotional, financial, and social.
• Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match.
• CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
• Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
• CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
• CRC Group is a Drug Free Workplace.
• EEO is the Law Pay Transparency Nondiscrimination Provision.
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• We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re looking for

We seek passionate individuals who thrive in a fast- paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.