Real Estate Paralegal/1031 Exchange Coordinator

Legal 1031 Exchange Services, LLC; Melville (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player in real estate transactions seeks a detail-oriented paralegal to join their team. This entry-level position offers a unique opportunity to gain expertise in IRC §1031 tax deferred exchanges while working alongside experienced professionals. Candidates will develop essential skills in managing high volume transactions, preparing legal documents, and providing exceptional customer service. The company fosters a supportive work environment, promoting professional growth and collaboration. If you're passionate about real estate and eager to learn, this is the perfect opportunity to launch your career in a dynamic field.

Benefits

Health Insurance

Vision Insurance

Employer Paid Life Insurance

401(k) with Employer Match

Paid Time Off

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Qualifications

• Must have a paralegal certification and understanding of IRC Section 1031.
• Strong customer service and communication skills are essential.

Responsibilities

• Manage high volume transactions and client coordination.
• Prepare exchange documents and maintain client files.
• Track critical dates and follow up accordingly.

Skills

Understanding of IRC Section 1031 Exchanges

Customer Service

Time Management

Organizational Skills

Verbal and Written Communication

Analytical Skills

Proficiency in Word and Excel

Attention to Detail

Work Ethic

Education

Paralegal Certification

Real Estate Experience

Job description

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What we do:

Legal 1031 Exchange Services, LLC is a Qualified Intermediary for IRC §1031 tax deferred exchanges. A Qualified Intermediary is an independent third party to the transaction whose function is to structure the exchange, as well as to act as the independent escrow agent for the exchange funds. While a Qualified Intermediary may not provide tax or legal advice we can, however, provide information and assistance. For more information, please visit our website at www.legal1031.com.

See below for full job description.

Qualifications:

• An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional;
• Prior experience in any of the following areas will be strongly considered: escrow, title, real estate, financial services;
• However, we are willing to train candidates with a demonstrated interest in real estate, tax, or law;
• Demonstrate proficiency utilizing Word and Excel;
• Excellent time management skills and ability to multi-task and prioritize work;
• Demonstrate a high level of customer service;
• Strong organizational skills and attention to detail a must;
• Excellent verbal and written communications and public relations skills;
• Strong analytical, interpersonal, and communication skills;
• Must possess a strong work ethic;
• Detail-oriented and professional; able to handle confidential information;
• Paralegal: 1 year (Required)
• Health 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
• Annual base salary for this position is $50,000 - $70,000
• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position
• TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits
• All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays
• For more details on TIH’s generous benefit plans, please visit our Benefits site
• Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest

Responsibilities

• This is a job to be used temporarily in order to facilitate bringing a nonexempt teammate from an acquired institution into Truist Insurance Holdings in a timely manner
• Once a formal job class is created or identified, teammates should be moved into the established job that accurately reflects duties and responsibilities being performed
• In this role, you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career skills
• Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
• Coordination with the sales team and clients to secure client engagements;
• Preparation of exchange documents and related coordination with clients and their advisors;
• Management of high volume transactions;
• Calendar management tracking critical dates and follow up accordingly;
• Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions;
• Maintaining client files, account statements, balancing of escrow accounts and providing administrative support;
• Verification of wire disbursements with clients and third party recipients

Regular or Temporary: Regular

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

Come grow with our team of tax professionals and attorneys! Successful and growing 1031 Exchange Company in Woodbury seeks a bright, highly self-motivated, detail-oriented candidate with a positive attitude. This is an excellent entry level position for a paralegal with real estate experience or young real estate professional to grow with us and to develop as a professional. In this role, you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career skills. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.

Prior experience in any of the following areas will be strongly considered: escrow, title, real estate, financial services. However, we are willing to train candidates with a demonstrated interest in real estate, tax, or law.

Essential Functions & Responsibilities:

• Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
• Coordination with the sales team and clients to secure client engagements;
• Preparation of exchange documents and related coordination with clients and their advisors;
• Management of high volume transactions;
• Calendar management tracking critical dates and follow up accordingly;
• Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions;
• Maintaining client files, account statements, balancing of escrow accounts and providing administrative support;
• Verification of wire disbursements with clients and third party recipients.

Requirements:

• Demonstrate proficiency utilizing Word and Excel;

• Excellent time management skills and ability to multi-task and prioritize work;

• Demonstrate a high level of customer service;

• Strong organizational skills and attention to detail a must;

• Excellent verbal and written communications and public relations skills;

• Strong analytical, interpersonal, and communication skills;

• Must possess a strong work ethic;

• Experience with tax and real estate concepts preferred, but not required;

• Detail-oriented and professional; able to handle confidential information.

Job Type: Full-time

Experience:

• Real Estate: 1 year (Preferred)

• Paralegal: 1 year (Required)

Education:

Schedule: Monday to Friday

Legal 1031 is an Equal Opportunity Employer.

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH’s generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest.

As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.

TIH Insurance Holdings, LP (TIH) 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. TIH is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

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