Bachelor's degree in business finance or accounting
3-5 years experience in title escrow or real estate
Strong verbal and written communication skills
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Downers Grove Bank & Trust Co is seeking a Relationship Manager - Exchange Coordinator to manage client relationships and oversee IRC Section 1031 tax-deferred exchanges. Candidates should have a bachelor’s degree and 3-5 years of relevant experience, with strong communication and organizational skills.
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Job Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions.
Employees receive a comprehensive benefits package including medical insurance, 401(k) with company match, and employee stock purchase plan.
Matching Summary
Match Score: 75
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Downers Grove Bank & Trust Co is seeking a Relationship Manager - Exchange Coordinator to manage client relationships and oversee IRC Section 1031 tax-deferred exchanges. Candidates should have a bachelor’s degree and 3-5 years of relevant experience, with strong communication and organizational skills.
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