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

Full Circle Recruiting, LLC.

Registered Nurse Job at Full Circle Recruiting, LLC.

 ...Job Description: Registered nurses are expected to manage various responsibilities while delivering safe, competent, and compassionate...  ...) Negative TB test results Clean background check COVID-19 Vaccination (where required) Job Responsibilities:... 

Nelson Builders

Lead Carpenter - Mentor Job at Nelson Builders

 ...We are looking for a capable and skilled carpenter to join our team. NBI specializes in high-end remodeling - transforming homes with craftsmanship and care. We are seeking a lead carpenter who is as passionate about teaching and mentoring as they are about fine craftsmanship... 

Peakhill Capital

Marketing Coordinator Job at Peakhill Capital

Peakhill Capital is seeking a passionate, creative, and results-oriented Marketing Coordinator to join our growing Marketing team. This role requires a strong focus in developing and executing brand marketing initiatives. The Marketing Coordinator helps ensure Peakhill...

Riverside Healthcare

CLINICAL OPERATIONS MANAGER - IMAGING SERVICES Job at Riverside Healthcare

 ...The Clinical Operations Manager, Imaging Services is responsible for the daily clinical and operational management of Riverside Medical Centers imaging service lines, ensuring high-quality, efficient, and patient-centered diagnostic care. This position oversees imaging... 

Cypress HCM

AI Linguist Job at Cypress HCM

AI Linguist Overview We are the worlds largest professional network, built to help members of all backgrounds and experiences achieve more in their careers. Our vision is to create economic opportunity for every member of the global workforce. Every day our members...