Client Asset Navigator | Flexible Schedule & Growth

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 Client Asset Specialist to help clients navigate asset-related matters with precision and care.

You'll draft and record deeds, coordinate with Case Managers to allocate trust client workloads, and prepare detailed asset reports for meetings while meeting directly with clients to discuss their needs.

The role offers a collaborative, faith-based culture with growth opportunities and a mix of hands-on client work and team support.

Qualifications

• Must demonstrate strong time management and ability to meet deadlines.
• Must show sense of urgency and proactive problem solving.
• Excellent verbal and written communication skills.
• Strong analytical abilities to interpret asset data.
• Team-player mentality with collaborative work style.
• Adaptability in a fast-paced environment.
• Customer service focus with client-facing experience.
• Attention to detail in all asset-related tasks.

Responsibilities

• Draft and record deeds for client assets.
• Collaborate with Case Managers to allocate workloads.
• Coordinate and restructure assigned client assets.
• Prepare detailed asset reports for meetings.
• Meet directly with clients to discuss asset-related needs.

Skills

Time management

Sense of urgency

Excellent communication

Problem-solving

Analytical abilities

Team-player mentality

Adaptability

Customer service focus

Attention to detail

Job description

Edwards Group LLC in Springfield, IL is seeking a full-time Client Asset Specialist to help clients navigate asset-related matters with precision and care.

You'll draft and record deeds, coordinate with Case Managers to allocate trust client workloads, and prepare detailed asset reports for meetings while meeting directly with clients to discuss their needs.

The role offers a collaborative, faith-based culture with growth opportunities and a mix of hands-on client work and team support.