Administrative Assistant Job at Oath Law, Fort Washington, PA

ekxhYlkwOFhEMkQ2czB0K2hmZkpWNTBuY3c9PQ==
  • 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

Mid-Columbia Center for Living

Peer Support Specialist Job at Mid-Columbia Center for Living

Working Title: Peer Support Specialist Program: Adult Mental Health- The Dalles Reports To: Clinical Services Supervisor Employment Type: Full Time(37.5 hours/week) Location: Onsite, The Dalles, Oregon(Subject to work in Hood River, Sherman and Wasco Counties...

Victress Health and Wellness LLC

Medical Assistant Job at Victress Health and Wellness LLC

 ...We are seeking a mission-minded Medical Assistant who is committed to serving patients with excellence, kindness, and attention to detail...  ...consideration will be given to candidates with phlebotomy training or experience. Role Description Victress Health and Wellness is hiring... 

FirstFour Staffing

Title Agent Job at FirstFour Staffing

 ...FirstFour Staffing is recruiting on behalf of a well-established title and closing firm seeking an experienced and licensed Title Agent to join their office in Gulf Shores. Responsibilities: Manage and facilitate the full closing process, coordinating with buyers... 

Comfort Systems of Virginia, Inc.

Virtual Construction Drafter Job at Comfort Systems of Virginia, Inc.

 ...knowledge of Mechanical (Plumbing and HVAC) Industry, CAD Modeling, Construction Scheduling and Time Management Special Skills...  ...required Required Able to work extended hours when necessary, nights and weekends Required -Ability to use our operating systems... 

LBMC

Operations Administrative Assistant Job at LBMC

 ...add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted...  ...s Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized...