Client Asset Specialist

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

Do you enjoy bringing order to complex situations, building strong client relationships, and ensuring important details are handled with precision? Edwards Group LLC is seeking a full-time Client Asset Specialist to join our team in Springfield, IL. If you're a proactive professional who thrives in a fast-paced environment and finds satisfaction in helping clients navigate important asset-related matters, this could be the rewarding career opportunity you've been looking for.

PAY: $50,000-$80,000 annual salary plus bonuses

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

QUALIFICATIONS

• 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

WHAT TO EXPECT AS A CLIENT ASSET SPECIALIST

In this full-time role, you'll draft and record deeds, collaborate with Case Managers to allocate trust client workloads, coordinate and restructure assigned client assets, prepare detailed asset reports for meetings, and meet directly with clients to discuss and organize their asset-related needs.

ABOUT 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!