Junior Closing Associate

Company Overview

Headquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square’s eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm’s property management division, now manages over 10,000 apartments across multiple states. Capital Square’s related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors.

Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at CapitalSq.com.

Role Summary

The Junior Closing Associate plays a key role within our Investor Relations Department, primarily responsible for coordinating investor equity closings across our DST, Qualified Opportunity Zone and REIT offerings. This includes managing the full closing process (from pre-closing through post-closing) by working closely with investors, registered representatives and qualified intermediaries.

Core responsibilities include preparing and delivering closing documents via Salesforce and DocuSign, reviewing and organizing materials for closing binder packages, mailing final documents and providing phone support as needed. The ideal candidate is highly organized, detail-oriented and able to manage multiple deadline-driven tasks in a fast-paced, solution-focused environment.

This position offers an excellent opportunity to gain in-depth knowledge of 1031 exchanges, DSTs, and other tax-advantaged real estate structures, all while contributing to a dynamic and growing organization.

We are seeking team members who are committed to upholding and enhancing our high standards for delivering timely and accurate equity closings. This role requires a highly detail-oriented individual who will collaborate across multiple departments within Capital Square and play a key role in our best-in-class Investor Relations team.

Primary Responsibilities

• Determine accuracy of information provided and create closing documents for investor signature
• Liaise with registered representatives, qualified intermediaries and investors to obtain required closing documents
• Review documents for completeness and accuracy and organize final closing binders for disbursement
• Consistently enter information and notes in CRM system
• Back-up all members of the Investor Relations Department as needed
• Assist the closing department in all projects
• Field investor services calls
• Communicate in an effective and timely manner with all closing parties

Knowledge and Skills Requirements

• Bachelor’s degree preferred, commensurate experience considered
• 2+ years of experience in a fast-paced office environment with an emphasis on organizational skills
• Experience in real estate closings, title work, or loan processing preferred, but not required
• Familiariarity with legal organizational documents (trusts, operating agreements, etc.) preferred but not required
• Proficiency in the Microsoft Office Suite
• Salesforce experience a plus, but not required
• Excellent written and verbal communication skills
• Strong organizational skills
• Highly detail-oriented with strong mathematical skills
• Ability to multi-task and prioritize work under strict deadlines

Work Hours

Monday through Friday 8:30 AM – 5 PM or as position requires.

Work Location

Office based; optional remote day (1) each week.

Compensation & Benefits

• Competitive Wage and Performance-Based Bonuses
• 100% Employee Paid Healthcare Premiums
• $35/Per Paycheck Cell Phone Reimbursement
• 120 Paid Time Off (PTO) Hours
• 30% Housing Discount
• Professional Development Opportunities

Equal Opportunity Employer

At Capital Square, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodation during the application process, please do not hesitate to let us know.