Administrative Assistant

Cote Law Group, PLLC; Boston (MA); On-site; USD 42,000 - 54,000; Full time

Job summary

Cote Law Group, a member firm in the Oath Collective, seeks a Client Service Coordinator to organize attorneys, advisors, clients, and team in office in Boston.

You will oversee day-to-day operations, handle client inquiries by phone and email, schedule meetings, prepare materials, and liaise with clients and professionals to ensure smooth service.

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

Responsibilities

• Oversee our day-to-day office operations in Boston, MA.
• 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
• Scheduling appointments
• Preparing materials for client meetings
• 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

Skills

Time management

Problem-solving

Communication

Education

No prior experience required

Tools

Microsoft Office

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.

Oath is hiring for this role on behalf of Cote Law Group, a member firm in the Oath Collective. If you're drawn to client work, self-motivated, and want to be part of something that’s reimagining how people approach their life and legacy, we’d like to talk. This is a client-facing role. The role of a Cote Law Group Client Service Coordinator is to work to organize our attorneys, advisors, clients, and team in office.

Responsibilities

• Oversee our day-to-day office operations in Boston, MA.
• 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
• Scheduling appointments
• Preparing materials for client meetings
• 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 the Oath Collective & Team

The Oath Collective is a national Legal Services Organization that supports estate planning firms and attorneys across the US.

This position is with Cote Law Group, a well regarded and thriving firm in Boston, where you’ll work as part of a tight-knit team, while having the full strength of the Oath Collective’s technology and national operational support behind you.