About this opportunity
Oath lists this Administrative Assistant opportunity in carmel, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
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.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
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.
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 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
Must have a vehicle and valid drivers license
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. xhqgsiq 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.
Worksite address
carmel, IN, 46033, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.