Exchange Officer; Remote

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).

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.

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.

• 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

• Onboard and train new clients on exchange processes
• Respond to client inquiries via phone and email
• Provide ongoing support and elevate issues as needed
• Support client relationships with a focus on service and retention

• 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

• Collaborate with subject matter experts during client consultations
• Provide administrative support as needed to ensure smooth operations
• Take on additional responsibilities as assigned

• 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

$66,000‑$76,000 per year

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.