The Exchange Officer processes 1031 exchange transactions, prepares documents, manages workflows, and assists with client onboarding and support.
Join Us!
Take the next step in your journey at Accruit, an Inspira Financial Solution. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, CO, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Exchange Officer is responsible for processing 1031 exchange transactions and supporting clients throughout the exchange lifecycle. This includes preparing documents, managing transaction workflows, and assisting with onboarding and client support. The role requires attention to detail, strong organizational skills, and the ability to handle more complex exchange scenarios with guidance.
Transaction Processing
- Prepare and process 1031 exchange documents and agreements using internal systems and templates
- Manage a high volume of transactions accurately and efficiently
- Assist with banking and funding tasks related to client accounts
- Maintain organized client files and reports
Client Support
- Onboard and train new clients on exchange processes
- Respond to client inquiries via phone and email
- Provide ongoing support and escalate issues as needed
- Support client relationships with a focus on service and retention
Exchange Knowledge
- Apply working knowledge of forward exchanges
- Familiarity with parking exchanges is a plus
- Support more complex transactions involving:
- Related party exchanges
- Seller financing
- Mixed-use properties
- Vacation homes and personal residences
- Drop & swap structures
- Refinancing and holding period considerations
- Understand entity types such as LLCs, partnerships, TICs, DSTs, and corporations
Team & Administrative Support
- Collaborate with subject matter experts during client consultations
- Provide administrative support as needed to ensure smooth operations
- Take on additional responsibilities as assigned
Preferred Qualifications
- 3+ years of relevant experience in 1031 exchanges, title, escrow, or real estate
- Bachelor's degree or equivalent experience
- Working toward or holding a Certified Exchange Specialist (CES) designation is a plus
- Proficiency with Microsoft Office and cloud-based applications
- Strong written, verbal, and interpersonal communication skills
- Ability to manage time effectively and work both independently and collaboratively
Compensation & Benefits
$66,000-$76,000 per year
Take the next step in your journey at Accruit, an Inspira Financial Solution. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, CO, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Exchange Officer is responsible for processing 1031 exchange transactions and supporting clients throughout the exchange lifecycle. This includes preparing documents, managing transaction workflows, and assisting with onboarding and client support. The role requires attention to detail, strong organizational skills, and the ability to handle more complex exchange scenarios with guidance.
Transaction Processing
- Prepare and process 1031 exchange documents and agreements using internal systems and templates
- Manage a high volume of transactions accurately and efficiently
- Assist with banking and funding tasks related to client accounts
- Maintain organized client files and reports
Client Support
- Onboard and train new clients on exchange processes
- Respond to client inquiries via phone and email
- Provide ongoing support and escalate issues as needed
- Support client relationships with a focus on service and retention
Exchange Knowledge
- Apply working knowledge of forward exchanges
- Familiarity with parking exchanges is a plus
- Support more complex transactions involving:
- Related party exchanges
- Seller financing
- Mixed-use properties
- Vacation homes and personal residences
- Drop & swap structures
- Refinancing and holding period considerations
- Understand entity types such as LLCs, partnerships, TICs, DSTs, and corporations
Team & Administrative Support
- Collaborate with subject matter experts during client consultations
- Provide administrative support as needed to ensure smooth operations
- Take on additional responsibilities as assigned
Preferred Qualifications
- 3+ years of relevant experience in 1031 exchanges, title, escrow, or real estate
- Bachelor's degree or equivalent experience
- Working toward or holding a Certified Exchange Specialist (CES) designation is a plus
- Proficiency with Microsoft Office and cloud-based applications
- Strong written, verbal, and interpersonal communication skills
- Ability to manage time effectively and work both independently and collaboratively
Compensation & Benefits
$66,000-$76,000 per year
Top Skills
Cloud-Based Applications
MS Office
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