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

The Planet Group

Accounts Payable/Payments Teller Job at The Planet Group

 ...Job title : Accounts Payable/Payment clerk/Payment Teller Job Description : Payment Teller Qualifications: Proficient with basic computer programs such as the Microsoft Office suite and any necessary accounting software. Good interpersonal and communication... 

Sovos Compliance

Partner Operations Analyst (Entry-Level) Job at Sovos Compliance

 ...Sovos is transforming tax compliance from a business requirement to a force for growth while...  ...team in achieving referral, resale, and managed services targets through proper goal setting...  ...in the Microsoft suite with expert-level Microsoft Excel skills Strong analytical... 

TSR Consulting

Specialist, Learning Systems & Compliance Job at TSR Consulting

 ...a Specialist, Learning Systems & Compliance for a 6+ months contracting assignment. Must have skills: Experience with EDMS and LMS required Experience with Deviations and or RCAs preferred Minimum 1 year experience in learning and development Experience... 

Workgrounds

Founding Business Development Representative (BDR) Job at Workgrounds

&##128196; Job Description: Founding Business Development Representative (BDR) Location: Remote (but must be US-based) Type: Full-time Compensation: $85k Base + Incentive based on qualified leads ($120k OTE) TL;DR - Why this role ~ Founding title... 

Career Group

Personal Assistant Job at Career Group

 ...A prominent private family is seeking a Personal Assistant to provide high-level support across personal, family, and business priorities. This role offers the opportunity to work closely with the family, their Chief of Staff, and Estate Manager, supporting board and...