Job Description

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

See below for full job description .

Qualifications:

• Language Fluency: English (Required);
• 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)

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
• 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
• Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Job description:

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:

• Bachelor’s degree (Preferred)

• Paralegal Certificate (Preferred)

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

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