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

Zora Real Estate Investments

Social Media Manager Job at Zora Real Estate Investments

 ...Social Media Manager responsible for developing and executing a multi-platform social media strategy for a Gen Zfocused, multi-disciplinary real...  ...design is a plus but not required. This role will work closely with agents, corporate leadership, and the marketing... 

Hengrui Pharma

SD/AVP of Biologics Process Development— 恒瑞-全球精英计划 Job at Hengrui Pharma

Strategic & Technical Leadership# # PD# Deep Domain Expertise & Oversight1. Upstream Process...

KBW Financial Staffing & Recruiting

General Manager Job at KBW Financial Staffing & Recruiting

 ...General Manager Construction & Infrastructure Services A long-established construction and infrastructure services organization is seeking a hands-on General Manager to oversee all day-to-day operations, drive performance, and lead the business through its next phase... 

Advanced Recruiting Partners

Recruiter Job at Advanced Recruiting Partners

 ...Overview We are seeking an experienced Recruiter with prior internal recruiting experience within a CRO or pharmaceutical company to support high-volume hiring across clinical and corporate functions. This role requires strong sourcing, screening, and stakeholder... 

University of Vermont Health

Family Physician Job at University of Vermont Health

 ...The Department of Family Medicine at the University of Vermont Larner College of Medicine and The University of Vermont Health is seeking a board-certified/eligible family physician to join the full-time faculty. This appointment at the University of Vermont will be at...