Administrative Assistant

Oath; Plano (TX); Presencial; USD 34.000 - 52.000; Jornada completa

Descripción de la vacante

Oath Law & Oath Planning in Plano seeks a Client Service Coordinator to organize attorneys, advisors, clients, and team in office. You will liaise with clients and attorneys, answer calls and emails, schedule meetings, and prepare materials for client meetings.

Excellent time management, communication skills, and basic Microsoft Office know-how are essential. No prior experience is required, and a valid driver’s license is needed to support site operations.

Formación

• 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 driver's license.

Responsabilidades

• Oversee our day-to-day office operations in Plano
• 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

Conocimientos

Time management

Problem-solving

Communication

Microsoft Office

Driver's license

Descripción del empleo

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.

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 Plano
• 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 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.