Legal Staff Paralegal in Woodbury, NY

In-House

Woodbury, NY

Legal Staff Paralegal in Woodbury, NY

Legal Staff

Min 1 yrs required

No

Job Title: Exchange Coordinator

Job Responsibilities:
- Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions.
- Coordinate with the sales team and clients to secure client engagements.
- Prepare exchange documents and coordinate with clients and their advisors.
- Manage high volume transactions.
- Track critical dates through calendar management and follow up accordingly.
- Conduct extensive verbal and written communication to coordinate with clients, their representatives, and other parties involved in transactions.
- Maintain client files, account statements, balance escrow accounts, and provide administrative support.
- Verify wire disbursements with clients and third-party recipients.

Education and Experience Information:
- Real Estate: 1 year (Preferred).
- Paralegal: 1 year (Required).
- Bachelor's degree (Preferred).
- Paralegal Certificate (Preferred).

Requirements:
- Proficiency in utilizing Word and Excel.
- Excellent time management skills with the ability to multi-task and prioritize work.
- High level of customer service.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication 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.

Salary Information:
- Not specified in the text.

Schedule:
- Monday to Friday.

Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Employer Paid Life insurance
- Employer Paid Long Term Disability (LTD)
- Paid Time Off
- 401(k) plan
- 401(k) Employer Match
- Flexible Spending Account
- Health Savings Account
- Employee Assistance Program

Legal 1031 is an Equal Opportunity Employer.

Company Overview:
The company is a leading provider of national qualified intermediary services and is a division of a prominent title insurance and settlement agency in the United States. This position offers an excellent opportunity for a paralegal with real estate experience or a young real estate professional to grow and develop in a specialized area of real estate transactions. The company emphasizes a collaborative, collegial, and supportive work environment, making it a valuable opportunity for aspiring real estate or tax professionals.