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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following 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.Legal 1031 Exchange Services, LLC (“Legal 1031) is a leading provider of national qualified intermediary services. Our company is a division of Kensington Vanguard National Land Services, one of the leading title insurance and settlement agencies in the United States. To learn more about our company and 1031 exchanges, visit https://legal1031.com/
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.
Experience:
- Real Estate: 1 year (Preferred)
- Paralegal: 1 year (Required)
Education:
- Bachelor’s degree (Preferred)
- Paralegal Certificate (Preferred)
Schedule: Monday to Friday
Legal 1031 is an Equal Opportunity Employer. Job Type: Full-time
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
The annual base salary for this position is $55,000.00 - $60,000.00.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group 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. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Skills Required
- Paralegal experience of at least 1 year
- Proficiency using Microsoft Word and Excel
- Excellent time management and ability to multitask and prioritize
- High level of customer service
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Strong analytical and interpersonal skills
- Strong work ethic
- Ability to handle confidential information professionally
- Real estate experience of at least 1 year
- Experience with tax and real estate concepts
- Bachelor's degree
- Paralegal certificate
- English language fluency
CRC Insurance Services Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.
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Leave & Time Off Breadth — Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
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Retirement Support — Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
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Strong & Reliable Incentives — Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.
CRC Insurance Services Insights
What We Do
CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.
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