Client Financial Asset Manager / Professional Office

Job Posting: Asset Management Coordinator at Gasper Legal

Location: Columbus, OH
Industry: Estate Planning, Probate, and Guardianship Law
Experience Level: Entry to Mid-Level

*Please read the entire job description.

Company Overview:
Gasper Legal has established itself as a leader in estate planning, probate, and guardianship law over the past decade, serving the Franklin County, Delaware County, and Union County areas. Our firm is founded on the principles of servant leadership, committed to serving both our dedicated team and our diverse client base. We take pride in the significant impact our work has on hundreds of families, offering a fulfilling career path for individuals driven to make a meaningful difference.

Job Description:
We are seeking a detail-oriented and highly organized Asset Management Coordinator to join our dynamic team. In this critical role, you will be responsible for the efficient management and coordination of over 100 different bank accounts, Financial Assets, and real estate properties, ensuring our clients' estates are managed seamlessly and effectively.

Key Responsibilities:

Comprehensive Asset Management: Oversee and track a variety of assets, including real estate properties, vehicles, and investment portfolios.

Client Communication: Directly engage with clients to gather comprehensive asset lists and respond to any inquiries.

Financial Institution Liaison: Act as the primary point of contact with financial institutions, accessing accounts, and ensuring smooth communication.

Document Preparation and Review: Prepare and review account forms and standardized legal documents, ensuring accuracy and compliance.

Organizational Mastery: Demonstrate exceptional organizational skills in managing extensive and diverse assets.

External Coordination: Collaborate with external service providers for maintenance and management of real estate and other physical assets.

Team Collaboration: Work effectively within a team setting, contributing to a collaborative work environment.

Budgeting and Financial Insight: Engage in budget discussions, offering insights based on a thorough understanding of the assets managed.

Professionalism and Confidentiality: Maintain the highest standards of professionalism and confidentiality in all client interactions.

Servant Leadership and Positive Culture: Embrace and promote our firm’s ethos of servant leadership, focusing on exceptional service to both clients and team members.

Expectations:

• Adherence to a 9-5, Monday to Friday schedule with punctuality and reliability.
• Approachable and friendly demeanor, aligned with our client-focused values.
• Proactive in problem-solving and efficient in task management.
• Eagerness for ongoing learning and professional development.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or a related field. Relevant graduate-level candidates may also be considered.
• Proficiency in Microsoft Office Suite; experience with Zapier or similar tools is advantageous.
• Foundational understanding of legal documentation and financial concepts.
• Strong communication skills and ability to handle client relationships.

Our Offer:

• A career that makes a significant, positive impact on families.
• Professional development opportunities in a supportive environment.
• Competitive salary and comprehensive benefits package.

Join Us: If you are driven by the challenge of managing diverse Financial Assets and excel in a service-oriented, collaborative environment, we encourage you to apply. Please submit your resume and cover letter. To be considered for this role, send a message with the word 'sparkles' in the body of the message.

Gasper Legal is an equal opportunity employer. We value diversity and inclusion and welcome applicants from all backgrounds and experiences.

Job Types: Full-time, Part-time

Pay: $18.00 - $26.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• Flexible schedule
• Health insurance
• Health savings account
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Columbus, OH 43235: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial services: 1 year (Preferred)

Work Location: In person