Administrative Assistant Job at Oath Law, Indianapolis, IN

STY0dVd0WVRLM3VxSFEyRnR5R3B6c3dTN0E9PQ==
  • Oath Law
  • Indianapolis, IN

Job Description

Help more people than you can ever imagine. If you have high attention to detail, are hardworking, and want to work with an amazing team of like minded people changing the world, we'll show you how.

At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning. The role of an Oath Client Service Coordinator is to work to organize our attorneys, advisors, clients, and team in office and remote.

We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwide.

Responsibilities

  • Oversee our day-to-day office and remote operations in Indiana
  • Execute other office administration tasks as assigned
  • Liaise with clients, attorneys, team, and advisors as the mainline of communication
  • Answering and directing phone calls
  • Responding to client requests via email and telephone
  • Monitoring deadlines
  • Scheduling appointments
  • Preparing materials for client meetings
  • Drafting correspondence
  • Answering client questions and assisting attorneys with services
  • Facilitating educational workshops and signing meetings
  • Organizing and maintaining client files
  • Scanning, copying, and filing of documents in an electronic file management system

Qualifications

  • Excellent time management, problem-solving, and communication skills
  • Basic computer skills including experience with Microsoft Office
  • No prior experience required

About Oath Law & Oath Planning

Oath was founded in 2010 on the idea that estate and financial planning should be accessible to people from all different backgrounds -- not only the wealthiest 1%. We began in one small office with a team of only a few innovative, creative thinkers that wanted to make planning and estate and financial education a possibility for every community. Now, we've grown our firm across multiple states, with more offices opening every year.

Our success comes down to one motivating factor -- helping families and individuals do the best that they can for the people and things that they love most. As we continue to expand and help more individuals and families, we are seeking like-minded individuals to embody our mission and values and join our growing team.

Industry

  • Financial Services

Employment Type

  • Full-time

Job Tags

Full time, Remote job,

Similar Jobs

Atlanta Public Schools

CTE TEACHER CONSTRUCTION Job at Atlanta Public Schools

 ...Knowledge of school safety & security procedures Excellent writing and communication skills Ability to work under pressure and...  ...supplement presentations. Assist students who need extra help with tutoring. Guides and counsels students with adjustment or academic... 

Family Dollar

Instructional Design Manager Job at Family Dollar

 ...internal and external audiences, including town halls, strategic updates, and thought leadership Operate cameras, lighting, and audio equipment to capture professional-grade footage Support development of communication materials that promote learning programs and... 

Lincotek Medical

Quality Engineer Job at Lincotek Medical

 ...SUMMARY The Quality Engineer is responsible for bringing new products and processes to market on time and within budget, with strong focus...  ...and regulatory compliance. ~ Implement inspection and test methods, including sampling plans and acceptance criteria, ensuring... 

24 Seven Talent

Fine Jewelry Sales Associate Needed in Dallas, TX! Job at 24 Seven Talent

 ...Role: Jewelry Sales Associate Location: Dallas, TX Type: Permanent, Direct Hire, On-Site Hours: Full-Time Hours Schedule...  ...the best possible experience to each person who walks through the door. ~ A drive to exceed goals. You're highly motivated and... 

Rudd Equipment Company

Parts Counter Job at Rudd Equipment Company

 ...Summary We are seeking a knowledgeable Parts Counter associate to assist customers in solving parts problems in person or by telephone, identify proper parts numbers, check availability, recommend and sell parts as a service and as requested by customer. This position...