Asset Coordinator

Edwards Group LLC; Springfield (IL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus structure

Company parties

Health, dental, and vision insurance

Education assistance

Employee assistance program

PTO

Flexible schedule

Growth opportunities

Life insurance

Mentor/apprentice program

Uniforms

401(k) with company match

Sams card/gym membership

Job summary

Edwards Group LLC in Springfield, IL is seeking a full-time Asset Coordinator to organize and manage asset-related tasks for trusted clients. You will draft and record deeds, review asset information, coordinate with Case Managers, and prepare detailed asset reports for upcoming meetings, while guiding discussions with clients.

The ideal candidate exhibits strong time management, excellent communication, analytical thinking, and a customer-service mindset.

Qualifications

• Strong time management and sense of urgency.
• Excellent communication and problem-solving abilities.
• Analytical mindset with attention to detail.
• Team-player mentality and adaptability for client-focused work.

Responsibilities

• Draft and record deeds for client assets.
• Review asset information and collaborate with Case Managers.
• Coordinate and restructure assigned client assets.
• Prepare detailed asset reports for upcoming meetings.
• Meet with clients to guide asset coordination discussions.

Skills

Time management

Sense of urgency

Communication

Problem solving

Analytical

Team-player

Adaptability

Customer service

Attention to detail

Job description

Are you the kind of professional who thrives on organization, loves solving complex challenges, and takes pride in helping clients navigate important financial and asset-related decisions? Edwards Group LLC is seeking a full-time Asset Coordinator to join our growing team in Springfield, IL. If you're looking for a rewarding opportunity where your attention to detail, client-focused mindset, and ability to keep moving pieces aligned can truly make an impact, this could be the career move you've been waiting for.

What do we offer our Asset Coordinator? We're glad you asked!

Pay

As our Asset Coordinator, you'll earn a competitive annual salary of $50,000-$80,000 plus bonuses, work in great facilities, and become part of a supportive, collaborative team that values professionalism, accountability, and personal growth.

Benefits

• Bonus structure
• Company parties
• Health, dental, and vision insurance
• Education assistance
• Employee assistance program
• PTO
• Flexible schedule
• Growth opportunities
• Life insurance
• Mentor/apprentice program
• Uniforms
• 401(k) with company match
• Sams card/gym membership

YOUR DAY-TO-DAY AS OUR ASSET COORDINATOR

In this full-time role, you'll draft and record deeds, review asset information, and collaborating with Case Managers to balance trust client workloads. You'll also coordinate and restructure assigned client assets, prepare detailed asset reports for upcoming meetings, and meet directly with clients to guide asset coordination discussions.

Here’s what we need from you:

• Strong time management skills
• Sense of urgency
• Excellent communication skills
• Problem-solving and analytical abilities
• Team-player mentality
• Adaptability
• Customer service focus
• Exceptional attention to detai

EDWARDS GROUP LLC: WHY CHOOSE US?

At Edwards Group LLC, we're more than a financial and estate planning firm, we're a faith-based team driven by purpose, innovation, and a passion for helping families navigate life's most important decisions. We start by listening, taking the time to understand each client's unique goals and concerns so we can provide personalized guidance with compassion and clarity. Our team simplifies complex planning concepts, empowering clients to protect their legacy and move forward with confidence. What truly sets us apart is our supportive, collaborative, and fun-loving culture, where people come first and growth is encouraged. If you're looking for meaningful work, opportunities to develop professionally, and a team that genuinely cares about making a difference, we'd love to hear from you!

If you're ready to take the next step in your career with a company that values your skills, rewards your contributions, and provides meaningful opportunities for growth, we'd love to hear from you.