Note: The job is a remote job and is open to candidates in USA. ForFutures Financial, Planning is a financial advisory practice of Ameriprise Financial Services LLC that values its people and promotes an inclusive culture. The Exchange Assistant will support Exchange Officers in executing 1031 tax-deferred exchanges, engaging with clients and stakeholders to manage the opening, processing, and closing of transactions.
Responsibilities
- Develop proficiency in 1031 rules and ability to answer customer questions
- Handle inquiry calls
- Review purchase agreements and title reports
- Prepare exchange documentation for relinquished and replacement property closings
- Follow company’s procedures and comply with Accounting Policy
- Monitor time deadlines and closing dates
- Handle all accounting for the exchange files
- Manage exchange process in a timely manner
- Review estimated closing statements for approval
- Handle acceptance and disbursement of funds in accordance with 1031 rules
- Collect fee income and final signed documentation
- Perform any other duties requested by the exchange officer in order to manage the exchange process
- Trouble shooting and customer management
- Follow up with existing and potential clients for increased business
- Cooperate with exchange officer, manager and sales reps to develop business
Skills
- High School diploma or equivalent
- 1-3 years of administrative experience
- Working knowledge of fundamental concepts, practices and procedures of department/field
- Good verbal and written communication skills
- Establishes effective working relationships at the work group level
- Experience as an escrow officer or assistant
- Fluency in Spanish
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
- ForFutures Financial Planning,A financial advisory practice of Ameriprise Financial Services, LLC, is a true Financial Planning establishment focused on the education of its clients striving to create and preserve their wealth. It was founded in 1992, and is headquartered in Marlton, NJ, US, with a workforce of 2-10 employees. Its website is http://www.fafltd.com.