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

Visiting Rehab and Nursing Services

Physical Therapy Assistant - PTA - Part Time Job at Visiting Rehab and Nursing Services

 ...PTA (Physical Therapy Assistant) Holliston, MA *Must have 1 year clinical experience*$37$40 Per Visit | Flexible Schedule | Consistent Schedule Proudly Voted a Top Place to Work by the Boston Globe and USA Today in 2024 because a company that helps people move... 

Akkodis

Cisco Engineer Job at Akkodis

Akkodis is seeking a Cisco Contact Center Expert Tier 3 Support for a Contract job with a client in Fairfax Virginia (different locations). Looking for a solid background in operational support following major migrations Cisco and WebEx/ WxCC/UCCX . This is 5+months...

Ventures Unlimited Inc

Teller Testing Job at Ventures Unlimited Inc

 ...Skill: Quality Assurance Analyst Must Have Technical/Functional Skills: Quality Assurance Analyst. Banking Domain knowledge. Teller Testing experience (preferrable). Minimum 5-6 years of testing experience. Primarily manual testing. Create and... 

True North Companies

Assistant Superintendent Job at True North Companies

 ...Assistant Superintendent (Commercial Construction Only) Location: Walterboro, South Carolina Employment Type: Full-Time Travel: Local travel to job sites required About the Role We are seeking a highly capable Assistant Superintendent to join our... 

U.S. Department of Veterans Affairs

Chief Medical Officer Job at U.S. Department of Veterans Affairs

The VA San Diego Healthcare System is seeking an experienced physician to serve as our Chief of Medicine. This position will report directly to the Chief of Staff (COS). The Chief of Medicine will be responsible for oversight, direction, and joint program development...