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

Centennial Hospitality Group

Restaurant General Manager Job at Centennial Hospitality Group

 ...coming in HOT, and we aren't just talking about our wings, tenders or tacos! Our General Managers (GM) are expected to build strong teams through training and a positive restaurant culture. It is who we are and baked into every wing, tender, and taco at CHG. Are... 

Orion Placement

Litigation Associate Attorney Job at Orion Placement

 ...motions, and discovery with increasing autonomy Appear in court for hearings and procedural matters Work closely with senior attorneys on complex, high-value cases Maintain consistent, compassionate communication with clients Collaborate with internal teams... 

Saint Agnes Medical Center

Internal Medicine - Outpatient Physician Job at Saint Agnes Medical Center

 ...Saint Agnes Medical Providers have an excellent full time opportunity for an experienced Board Certified Internal Medicine physician to join an established, successful practice located in Fresno, California. The candidate will join three physicians and one Nurse Practitioner... 

Latitude Therapy - ABA

Board Certified Behavior Analyst Job at Latitude Therapy - ABA

 ...Behavior Analyst (BCBA) Location: Bridgeton, MO Job Type: Full-Time About Us Latitude Therapy is a St. Louis-based, therapist and woman owned and operated ABA therapy company. We are a mission-driven provider of high-quality ABA services for children and families... 

Draper

Principal Flight Software Engineer Job at Draper

 ...solutions. From military defense and space exploration to biomedical engineering, lives often depend on the solutions we provide. Our...  ...Software Architectures and Applications group. The Principal Flight Software Engineer develops high performance solutions for resource...