[Remote] Exchange Assistant (Remote EST)

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.ResponsibilitiesDevelop proficiency in 1031 rules and ability to answer customer questionsHandle inquiry callsReview purchase agreements and title reportsPrepare exchange documentation for relinquished and replacement property closingsFollow company’s procedures and comply with Accounting PolicyMonitor time deadlines and closing datesHandle all accounting for the exchange filesManage exchange process in a timely mannerReview estimated closing statements for approvalHandle acceptance and disbursement of funds in accordance with 1031 rulesCollect fee income and final signed documentationPerform any other duties requested by the exchange officer in order to manage the exchange processTrouble shooting and customer managementFollow up with existing and potential clients for increased businessCooperate with exchange officer, manager and sales reps to develop businessSkillsHigh School diploma or equivalent1-3 years of administrative experienceWorking knowledge of fundamental concepts, practices and procedures of department/fieldGood verbal and written communication skillsEstablishes effective working relationships at the work group levelExperience as an escrow officer or assistantFluency in SpanishBenefitsMedicalDentalVision401kPTO/paid sick leaveEmployee stock purchase planCompany OverviewForFutures 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.



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