Exchange Officer (Finance)

This position is responsible for providing exceptional customer service to the organization's clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Supports more complex transactions with demonstrated industry knowledge.
• Executing on subject matter experts' consultations with clients
• Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
• Maintaining client files, reports and providing administrative support as may be required
• Assisting with cash management (banking and funding) to service client accounts
• Providing support to clients including troubleshooting and problem escalation as needed
• Providing strong, consistent customer service to all clients and maintains client relationships
• Assisting with onboarding and training of new clients and retention of existing clients
• Fielding inquiries from clients via phone, email, and web-leads
• Good knowledge and understanding of 1031 exchanges
• Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings
• Have working knowledge of interrelationship of forward exchanges with parking exchanges
• Ability to manage account relationships
• Responsible for more complex exchange transactions
• Conversant with more complicated issues that can arise in exchange administration such as:
o Individual or entity that owns replacement property desired by the taxpayer
o Seller financing
o Mixed use of property (i.e., farmhouse on farmland, home office within home)
o Related Party transactions
o Credits of rent and security deposit exchange implications
o Exchanging in or out of personal residences/vacation homes and investment property
o Drop & Swap issues
o Refinancing relinquished and replacement properties
o Holding period requirements
o Same taxpayer issues
o Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps
o Escalating and assisting with issues and problems through issue resolution
o Additional tasks or responsibilities as needed by the company