Administrative Assistant

Oath; San Diego (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

Oath is seeking a Client Service Coordinator in San Diego, California, to streamline office operations and assist clients. You will oversee daily tasks, manage communications, and ensure effective scheduling to support our legal and advisory teams.

The ideal candidate will possess strong time management, problem-solving, and communication skills, with a basic understanding of Microsoft Office. A valid driver's license is required. Join us to help families navigate estate and financial planning.

Qualifications

• Excellent time management skills.
• Strong problem-solving abilities.
• Effective communication skills required.
• Basic computer skills with Microsoft Office necessary.
• Valid driver's license and vehicle needed.

Responsibilities

• Oversee day-to-day office operations.
• Liaise with clients, attorneys, and team.
• Manage phone calls and client requests.
• Schedule appointments for clients.
• Prepare materials for client meetings.
• Maintain client files and documentation.

Skills

Time management

Problem-solving

Communication skills

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.

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 nationwid e.

Responsibilities

• Oversee our day-to-day office operations in California
• 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.