Location: Remote Nationwide

Salary (DOE): $58,000 - $68,000

Job Summary & Responsibilities

This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Supports more complex transactions with demonstrated industry knowledge.

• Executing on subject matter experts’ consultations with clients
• Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
• Maintaining client files, reports and providing administrative support as may be required
• Assisting with cash management (banking and funding) to service client accounts
• Providing support to clients including troubleshooting and problem escalation as needed
• Providing strong, consistent customer service to all clients and maintains client relationships
• Assisting with onboarding and training of new clients and retention of existing clients
• Fielding inquiries from clients via phone, email, and web-leads
• Good knowledge and understanding of 1031 exchanges
• Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings
• Have working knowledge of interrelationship of forward exchanges with parking exchanges
• Ability to manage account relationships
• Responsible for more complex exchange transactions
• Conversant with more complicated issues that can arise in exchange administration such as:
  • Individual or entity that owns replacement property desired by the taxpayer
  • Seller financing
  • Mixed use of property (i.e., farmhouse on farmland, home office within home)
  • Related Party transactions
  • Credits of rent and security deposit exchange implications
  • Exchanging in or out of personal residences/vacation homes and investment property
  • Drop & Swap issues
  • Refinancing relinquished and replacement properties
  • Holding period requirements
  • Same taxpayer issues
  • Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps
  • Escalating and assisting with issues and problems through issue resolution
  • Additional tasks or responsibilities as needed by the company

PREFERRED QUALIFICATIONS 

• Bachelor's Degree in related field or equivalent experience
• 3-7 years of applicable experience
• Working towards Certified Exchange Specialist (CES) Designation
• Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow/Real Estate experience preferred
• Expert written, oral, and interpersonal communication skills.
• General understanding of 1031 exchanges.
• High level of competency working with Microsoft Office suite and cloud-based applications.
• Strong time-management and prioritization skills.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Familiarity with the Agile values and principlesThe Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $50,000 Salary Maximum: $68,000. The range listed is just one component of Inspira's total compensation package for employees. In addition, Inspira provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).

COMPENSATION & BENEFITS

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Accruit is an Inspira Financial Solution. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Visit Careers Page to Apply for the Exchange Officer Position

Location: Hybrid Denver CO / Remote

Salary (DOE): $65,000 - $80,000

Job Summary & Responsibilities

The Marketing Specialist will be an integral part of the Marketing Department and responsible for various initiatives including managing social media channels from content creation to execution, assisting with event and conference logistics, collaborating on content development for the company website, ensure data integrity within the company’s CRM, HubSpot, develop pipeline reports and dashboards to provide insights into sales performance, help establish automated sales processes through platforms including Clay, Smartreach.io, and others, and other duties as assigned. The ideal candidate will have experience and a passion for increasing brand awareness with unique, compelling content through social media and other digital avenues, be highly organized, self-motivated, and eager to learn in a fast-paced environment on a small, but highly effective Marketing team.

• Manage social media platforms from content creation to execution
• Organize and maintain calendar for company events across various departments
• Contribute to content creation for company website
• Ensure data integrity within the CRM system by implementing and maintaining data quality standards, performing regular audits, and overseeing data cleansing initiatives
• Using CRM capabilities, identify opportunities for further business development efforts
• Implement automation and workflow solutions to increase efficiencies
• Use available tools to source lists of leads for automated business development campaigns to various target audiences
• Manage and maintain reoccurring automated campaigns by sourcing new contacts on a weekly basis Implement mass email business development campaigns using automation tools based on company needs and new initiatives
• Segment existing CRM contact into segregated lists based on target audiences and client objectives
• Create and maintain reports and dashboards to provide actionable insights to various stakeholders
• Analyze CRM data to identify trends and opportunities for improvement
• Assist Sales Department on specific marketing requests including promotional materials, social media posts, etc
• Assist in design of company creative content
• Support Director of Marketing in establishing and developing marketing strategy
• Additional task or responsibilities as required

MINIMUM QUALIFICATIONS 

• Bachelor’s Degree in Marketing or Communications
• 3+ years of proven working experience in Marketing
• Experience using Adobe Suite including Photoshop and Acrobat
• Experience with HubSpot CRM · Experience with website CMS
• Experience utilizing web analytics tools including Google Analytics, Google Search Console, and
• SEMRush

KNOWLEDGE AND SKILLS

• Company Values: Creative, Collaborative, Competitive, and Curious
• Strategic 
• Knowledge of best practices in social media marketing
• Good understanding of SEO strategies and content creation best practices
• Experience working both independently and, in a team-oriented, collaborative environment
• Strong writing skills

COMPENSATION & BENEFITS

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Accruit is an Inspira Financial Solution. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Visit Careers Page to Apply for the Marketing Specialist Position

Pay Range (DOE): $21 - $27/hr

Job Summary

The Treasury & Accounting Administrator is responsible for confirming wires in proprietary 1031 exchange workflow software, Exchange Manager Pro, and assisting the Finance team in essential accounting and administrative responsibilities. Additional tasks include but are not limited to:

• Assisting the Team with Accounts Payable and Accounts Receivable tasks
• Assisting with the pulling of bank and Exchange Manager Pro detailed reports to assist in reconciliation processes
• Pull client fees from subaccounts at respective banks based on fee reports run from Exchange Manager Pro and resolve any exceptions in an accurate and timely manner
• Maintain records of W-9s obtained for vendors and contractors paid through reverse exchanges

Typical schedule for this position is 7:30 a.m. MT to 4 p.m. MT. Overtime as needed. Applicants based in Colorado must be able to commute to our Denver, CO office 1 to 2 days per month.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Confirming wiring instructions for exchanges in Exchange Manager Pro software as well as for any reverse exchange disbursements not submitted through Exchange Manager Pro
• Emailing Exchange Manager Pro SaaS statements according to the scheduled invoice dates and ensuring that invoices are properly set up on a recurring basis
• Pulling bank statements and Exchange Manager Pro detailed reports to assist in the reconciliation processes
• Monitoring and taking ownership over all incoming emails to the Disbursements@accruit.com inbox
• Pulling fees within banking platforms to the appropriate fee account, investigating any fees which are unable to be pulled, and maintaining a list of any fees that have not been able to be pulled
• Performing additional tasks or responsibilities as needed by the Finance team
• Assisting with 1099’s and other tax related fillings

MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION

• Bachelor’s Degree in related field or equivalent industry experience
• Proficient in the following Excel functions:
  • Basic formatting, sorting and filtering;
  • Basic formulas including the SUM formula;
  • Pivot tables
  • Comfortable with large data sets and ability to review formula results for accuracy

PREFERRED QUALIFICATIONS OF POSITION

• Title and Escrow/Real Estate experience preferred by not required
• Accounting experience is preferred but not required 

BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Willingness to learn new skills and take on responsibilities
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Proactive
• Open to receiving and providing feedback
• Detail-oriented
• Organized
• Flexible and adaptable

KNOWLEDGE AND SKILLS

• Able to diligently follow processes and escalate potential issues to Management timely.
• Able to communicate succinctly and appropriately with the Finance team as well as other teams within the Company.
• Strong time-management and prioritization skills.
• Able to record, analyze and interpret data.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Able to demonstrate and hold others accountable for organizational values.

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40+ hours of work expected each week.
• Minimal travel is expected with this position. 

LOCATION AND TELECOMMUTING

• This position is remote.

COMPENSATION AND BENEFITS

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

To Apply, Visit the Accruit Careers page