Administrative Assistant Job at Oath Law, Fort Washington, PA

dVVqTWNHVEhrbTF1dVdXaTJmaDJyNkRVQ2c9PQ==
  • Oath Law
  • Fort Washington, PA

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 operations in Pennsylvania
  • 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.

Job Tags

Work at office, Remote work,

Similar Jobs

SmartStart Education, LLC

Middle School Math Tutors Job at SmartStart Education, LLC

 ...? Are you motivated to make a positive impact in the lives of urban, working-class youth? If yes, this position with SmartStart Education is right for you! The Job: SmartStart Education seeks a small group Math tutor to work with small groups of middle school... 

Clarity Recruiting

Seasonal Customer Service Assistant Job at Clarity Recruiting

 ...inquiries, and ensuring a high level of customer satisfaction. Key Responsibilities: Respond to customer inquiries via phone, email, chat, or in person in a professional and courteous manner. Provide product/service information, troubleshoot issues, and assist in... 

Belcan

Avionics Technician Job at Belcan

Job Title: Avionics Technician III Location: Parker, CO Zip Code: 80112 Duration: 10 Months Job Description: As an Avionics Technician III, you will be using your skills and expertise to perform avionics maintenance according to FCC, FAA and company policies...

BrainJuice®

Administrative and Design Assistant, Brand & Creative Services Team Job at BrainJuice®

 ...Administrative & Design Assistant, Brand & Creative Services to the Chief Marketing Officer & Senior Director of Brand + Creative Services...  ...in a fast-paced environment are a MUST! Strong portfolio exhibiting work, diversity in perspective, creative concept, and design... 

Bww Law Group LLC

Bankruptcy Specialist Job at Bww Law Group LLC

BWW LAW GROUP, LLC, an "AV" rated real estate default law firm with offices located in Rockville, MD and Richmond, VA, is seeking dynamic and motivated individuals to join our Bankruptcy team! We are hiring legal support professionals who enjoy a fast-paced environment...