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Job Title: Office Coordinator
Division: 1031 CORP.
Location: Collegeville, PA
Status: Full-Time In-Person Position

PURPOSE
As an Office Coordinator, you are the backbone of our daily operations, ensuring efficiency across administrative, financial, and client-service functions. You will collaborate with leadership, oversee office procedures, manage internal systems, and contribute to a positive work environment. You’ll be the first voice our clients hear and the first smile they see, setting the tone for their entire experience with us. You’re not just managing the office, you’re shaping first impressions, fostering a welcoming atmosphere, and ensuring seamless daily operations that keep our team and clients moving forward with confidence.

DUTIES AND RESPONSIBILITIES

1. Develop working knowledge of IRC § 1031, Treasury Dept. Deferred Exchange Regulations and company Standard Operating Procedures.
2. Professionally and efficiently greet and provide a pleasant experience to 1031 CORP. visitors and telephone callers, ensuring a seamless experience for clients and business partners.
3. Maintain and enhance office procedures to ensure smooth daily operations.
4. Oversee office supply procurement, vendor relationships, and inventory control while managing costs.
5. Ensure compliance with company policies and industry regulations, including secure handling of confidential data.
6. Manage office communications, including scheduling meetings, preparing agendas, and recording meeting minutes.
7. Assist exchange coordination teams by ensuring timely printing of documents.
8. Prepare monthly reports on client retention, referral sources, and key performance indicators.
9. Assist with the planning and coordination of educational seminars, ensuring cost-effective execution and seamless attendee experience.
10. Assist with the tracking of presentations, sponsorships and exhibit opportunities.
11. Represent 1031 CORP. at industry events, networking functions, and training seminars as needed.
12. Prepare birthday cards and various postcards for valued past clients.
13. Enter contacts in CRM databases (Microsoft Dynamics) for client, referral partner and transaction tracking.
14. Continuously improve administrative processes through automation, technology adoption and best practices.
15. Assist with additionally assigned tasks as needed.

KNOWLEDGE, SKILLS AND ABILITIES

1. Ability to efficiently answer multi-line telephone, transfer calls seamlessly to appropriate party or voice mail and take accurate messages.
2. Pleasant demeanor.
3. Ability to prioritize and work under pressure.
4. Demonstrated ability to meet team and corporate objectives.
5. Ability to communicate effectively both orally and in writing, in person and by telephone.
6. Good decision-making skills.
7. Experience in office administration, operations, or executive support within a professional services environment.
8. Strong organizational and multitasking abilities, with keen attention to detail.
9. Tech-savvy, proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CRM systems (ACT! or Microsoft Dynamics preferred).
10. Exceptional communication skills, both written and verbal.
11. Analytical mindset with financial acumen to manage budgets, reports, and expenses.
12. Leadership qualities to manage and mentor administrative staff.

EDUCATION, EXPERIENCE AND LICENSING

1. Bachelor’s degree in business administration, finance, real estate, or a related field preferred.
2. Experience in real estate, title, banking, or legal environments.
3. Notary Public certification (or willingness to obtain).

CERTIFICATES, LICENSES, REGISTRATIONS
May require a Notary Public.

COMPUTER SKILLS
Familiarity with MS Windows, MS Word, MS Excel, MS Outlook for email, contact management, MS PowerPoint and the ability to find way around Internet.

PHYSICAL DEMANDS
Occasionally required to lift up to 25 pounds.

Job Title: Marketing Coordinator
Reports to: Marketing Director
Division: 1031 CORP.
Location: Collegeville, PA
Status: Full-Time Hybrid Position

PURPOSE
We are seeking a Marketing Coordinator to support and enhance our marketing efforts. This role is responsible for executing and measuring strategic marketing and communication plans to increase brand awareness and drive business growth. The ideal candidate is creative, detail-oriented, and passionate about digital marketing, content creation, and brand engagement.

DUTIES AND RESPONSIBILITIES

• Develop and implement marketing campaigns that promote our 1031 Exchange services to real estate professionals, title/escrow agents, accountants, attorneys, financial advisors, and other allied professionals.
• Create, manage, and optimize content for email campaigns, social media (paid and organic), website, and blog to engage our audience and generate leads.
• Support team members with social media education and help manage their social media accounts.
• Coordinate the development of marketing materials, including brochures, presentations, and advertisements.
• Promote educational webinars, industry conferences, and networking events.
• Manage and analyze marketing performance metrics to assess effectiveness and optimize campaigns.
• Collaborate with internal teams to ensure consistency in messaging and branding.
• Conduct market research to identify trends, competitors, and marketing opportunities to aid in growth.
• Maintain and update the company’s CRM and marketing automation tools to support lead generation and nurturing efforts.
• Attend company and business development events to help promote 1031 CORP. by capturing photos, livestreaming, and conducting attendee interviews.
• Other duties as assigned related to the position.

KNOWLEDGE, SKILLS AND ABILITIES

• Strong written and verbal communication skills with the ability to craft compelling content.
• Proficiency in digital marketing tools, including social media platforms (LinkedIn and Meta), email marketing software, analytics and project management tools; HubSpot experience desired.
• Detail-oriented with excellent organizational and project management skills preferred.
• Ability to work independently and as part of a collaborative team.
• Willingness to learn about 1031 exchanges and the services offered by 1031 CORP. and its affiliated companies.

EDUCATION, EXPERIENCE AND LICENSING

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• One to three years of marketing experience is ideal, preferably in real estate, financial services, or professional services industries.

CERTIFICATES, LICENSES, REGISTRATIONS
None

COMPUTER SKILLS

• Familiarity with Microsoft Word, Excel, Outlook, Dynamics, PowerPoint, and SharePoint.
• Knowledge of using AI tools such as ChatGPT and CoPilot for marketing preferred.

PHYSICAL DEMANDS
Occasionally required to lift up to 25 pounds.

Job Title: Exchange Coordinator
FLSA Status: Non-Exempt
Reports to: Branch Manager

PURPOSE
The role of the Exchange Coordinator is to provide administrative support for Exchange Officers to ensure a successful transaction in strict compliance with IRC §1031, Treasury Regulations, Rev. Proc. 2000-37, related tax law, and 1031 CORP. Standard Operating Procedures while maintaining superior customer service and efficiency. Will also provide support to our team members, as directed.

DUTIES AND RESPONSIBILITIES

1. Develop working knowledge of IRC §1031, Treasury Regulations, related tax law, and 1031 CORP. Standard Operating Procedures.
2. Responsible for timely and accurate preparation of correspondences to clients and their agents and advisors, including but not limited to client 45-day instruction letter, reminder letters, thank you letters, document summaries, account summaries, and other pertinent exchange documentation.
3. Coordinate with closing agents and exchange officers to ensure smooth closing is handled in accordance with 1031 CORP. instructions. Includes initial introduction to closing agent, forwarding instruction letter from Exchange Officer, securing draft of closing statement for review and signature by Exchange Officer, ensuring receipt of necessary closing documents, processing exchange fees, thank you letters to closing agents and necessary follow-up. Also responsible for preparing internal disbursement authorization and related documents to be approved by Exchange Officer.
4. Ability to timely and accurately respond to questions from clients and his/her agents and/or advisors and complete necessary follow-up, including forwarding question to Exchange Officer, when necessary, and recording discussion in client contact history.
5. Responsible for creating audit preparedness for client including a significant electronic document trail and detailed summarization of all discussions with clients and their agents and/or advisors.
6. Keep Exchange Officers aware of status of transactions.
7. Adequately track status of each transaction in order to manage workflow and priorities.
8. Conscientious about minimizing company expenses and maximizing profitability as well as client’s return on funds.
9. Occasional attendance at company seminars, sponsored events, and/or training opportunities. Some may be held during evening or weekend hours and/or involve outof-town or overnight travel.
10. Assist with tracking of referral sources and sending appropriate thank you notes and/or gifts.
11. Maintain client’s electronic folder.
12. Assist with business development efforts thru participation in various allied professional associations, networking events, trade shows, presentations, and various sales meetings.
13. Provide administrative support for Exchange Officers including the set-up of client files, client database contact, mailing letters and other tasks requested.
14. Provide assistance to other members of team, as requested.
15. Develop specific, measurable, attainable, relevant, and timely goals for advancing personal development and 1031 CORP. mission. Goals to be reviewed with manager quarterly and, if deemed appropriate, more frequently.

1. Obsessive attention to detail.
2. Ability to prioritize and work under time deadlines.
3. Knowledge of real estate closing procedures.
4. Demonstrated ability to meet team and corporate objectives.
5. Ability to communicate effectively both orally and in writing, in person and by telephone.
6. Good decision-making skills.
7. Strong analytical and reasoning abilities.

EDUCATION, EXPERIENCE AND LICENSING
Experience in a related field is helpful but not necessary.

CERTIFICATES, LICENSES, REGISTRATIONS
Notary Public or paralegal certificate helpful. After three full years of full-time employment, will be required to obtain Certified Exchange Specialist® designation offered through the Federation of Exchange Accommodators, Inc. (FEA). Must apply to sit for one of first two exam administrations after third anniversary. The Company will pay for two exam administrations. 

COMPUTER SKILLS
Familiarity with Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft Outlook for Email, Microsoft Office 365, contact record management programs, Microsoft PowerPoint, and the ability to find way around Internet. Knowledge of Sage ACT! and Microsoft Dynamics beneficial.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Ability to drive to out-of-office consultations, closings, company meetings, seminars, and/or training. Occasional out-of-town and/or overnight travel required as well as evening or weekend hours. Occasionally required to lift up to 25 pounds

Title: Exchange Officer
FLSA Status: Exempt
Reports To: Branch Manager

PURPOSE
This position is responsible and accountable for ensuring the efficient facilitation of all 1031 exchange transactions in accordance with IRC Section 1031, Treasury Regulations, Rev. Proc. 2000-37, related tax law, and 1031 CORP. Standard Operating Procedures. Also responsible for ensuring a professional and error-free exchange experience for all clients and their professional agents and advisors.

1. Develop specific, measurable, attainable, relevant, and timely goals for advancing the 1031 CORP. mission and personal development. Goals are to be reviewed with manager quarterly and, if deemed appropriate, more frequently.
2. Responsible for all aspects of facilitating a forward, reverse, or construction exchange, including but not limited to consultation with client and professional advisors and agents, preparation of necessary documentation, instructions, and correspondences, coordination with appropriate parties, review of loan documents, recordation of discussions and necessary follow-up.
3. Conduct in-person and telephonic client consultations and attend closings, as needed.
4. Manage the day-to-day work and ongoing technical and administrative training of dedicated Exchange Coordinator, using corporate, industry, and regional resources.
5. Continue to expand expertise in Section 1031 and related tax law, real estate and title/escrow practices, and industry best practices through company, industry, and related industry educational opportunities.
6. Represent the Company at sales and networking events, as needed.
7. Conscientious about minimizing costs and maximizing profit.

1. Extensive knowledge of settlement procedures and title insurance. Extensive knowledge of residential and commercial real estate and lending practices. 
2. Ability to communicate effectively both orally and in writing, in person and by telephone.
3. Good negotiating and decision-making skills.
4. Knowledge of sound management practices to effectively direct, motivate, and counsel Exchange Coordinator(s). Ability to plan, assign, train, and evaluate the work of others.
5. Strong analytical and reasoning abilities.

EDUCATION, EXPERIENCE AND LICENSING 
Bachelor’s degree in business or related field preferred with significant experience in real property title, banking, law, or real estate. Customer service experience and keyboarding ability are necessary. Experience in a related field is helpful but not necessary.

CERTIFICATES, LICENSES, REGISTRATIONS
Requires a Notary Public. After three years in the exchange business, required to earn the Certified Exchange Specialist® designation offered through the Federation of Exchange Accommodators (FEA). 

COMPUTER SKILLS
Familiarity with Microsoft Windows, Word, Excel, Outlook and PowerPoint. Contact record management data experience is helpful.

PHYSICAL DEMANDS
Ability to travel to out-of-office consultations, closings, company meetings, seminars, and/or training. Occasional out-of-town and/or overnight travel is required as well as evening or weekend hours. Occasionally required to lift up to 25 pounds