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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:
Legal 1031 Exchange Services LLC is a successful and growing company specializing in Qualified Intermediary services for IRC §1031 tax-deferred (like-kind) exchanges. We serve as an independent third party in real estate transactions, structuring exchanges to qualify for tax deferral and acting as the escrow agent for exchange proceeds.We are currently seeking a Paralegal / Exchange Coordinator to join our in-house legal team at our Woodbury, Long Island location. This is an excellent opportunity for a paralegal with commercial real estate transactional experience who is looking to grow professionally in a highly specialized area of real estate and tax law. We foster a collaborative, collegial, and supportive work environment and value continuous learning and professional development.
In this role, you will gain in-depth knowledge of IRC §1031 exchanges—an invaluable skill set for professionals pursuing careers in real estate, tax, or financial services.
Key Responsibilities
- Support the Legal 1031 team in administering a variety of exchange transactions
- Assist in-house counsel with reviewing and editing correspondence, company forms,
and marketing materials - Upon training, work closely with the team on complex transactions, including reverse
and improvement exchanges - Develop a strong working knowledge of §1031 exchange rules to support attorneys
and other professionals - Prepare exchange documentation and coordinate with clients and their professional
advisors - Organize and manage transaction pipelines, track critical deadlines, and ensure timely
follow-up - Maintain client files, account statements, and provide administrative and transactional
support - Collect, analyze, and verify transactional documents and related information
Qualifications
- Proficiency in Microsoft Office Suite and Outlook, particularly Word and Excel
- Professional demeanor with strong client service and interpersonal skills
- Strong work ethic with the ability to manage multiple transactions and deadlines
- Exceptional attention to detail and ability to handle confidential information
- Excellent organizational, time management, verbal, and written communication skills
- Prior experience in real estate transactions, escrow, title, tax, accounting, or financial
services is strongly preferred
Experience:
- Real Estate: 2 year (Preferred)
- Paralegal: 3 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
The annual base salary for this position is $65,000 - $75,000.
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
Top Skills
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.
