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

Pride Health

Certified Medical Assistant Job at Pride Health

 ...Hello, Pride Health is hiring a Medical Assistant to support our clients medical facility based in Paramus, NJ 07652 . This is a 13 weeks assignment a great way to start working with a top-tier healthcare organization! Job Details: Job Title: Medical Assistant... 

Phillipsburg Marble Company

General Manager/ VP of Sales and Operations Job at Phillipsburg Marble Company

 ...About the Role We are seeking an experienced and motivated VP of Sales and Operations / General Manager to oversee sales and operational functions across residential, commercial, and volume-builder projects. This position plays a key role in guiding customers through... 

Perigon International, Inc.

Senior Mechanical/HVAC Engineer Job at Perigon International, Inc.

 ...Mechanical / HVAC Engineer Description Perigon is accepting resumes for a Mechanical/HVAC Engineer for a career in a consulting engineering environment working with industrial clients. The ideal candidate will have consulting experience in the design of industrial... 

LHH

Senior Financial Analyst Job at LHH

 ...LHH is partnering with a leading retail real estate owner & developer to hire a Senior Financial Analyst. This is an onsite, full-time role based in Boca Raton, FL, supporting portfolio and property-level analytics across shopping center assets. Youll work closely with... 

Alex Moss New York

Security Guard Job at Alex Moss New York

Company Description Alex Moss New York, a luxury jewelry house based in Manhattan, is renowned for its distinctive designs and meticulous craftsmanship. With a dedication to exceptional quality and innovative design, the brand offers both fine jewelry collections...