Client Asset Specialist

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

• 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

• 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

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.

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!