Administrative Assistant

Oath Law; Tulsa (OK); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial planning firm based in Oklahoma is seeking a Client Service Coordinator to oversee day-to-day office operations. You will act as the main communication line for clients, attorneys, and team members, while managing appointments and maintaining client files. The ideal candidate has strong time management and communication skills, along with basic computer aptitude. This position offers an opportunity to work in a dynamic, supportive environment dedicated to enhancing people's lives through effective planning.

Qualifications

• Must have excellent time management and communication skills.
• Basic computer skills required, especially with Microsoft Office.

Responsibilities

• Oversee day-to-day office operations in Oklahoma.
• Liaise with clients, attorneys, and team members.
• Scheduling appointments and making travel arrangements.
• Organizing and maintaining client files.

Skills

Excellent time management

Problem-solving

Communication skills

Basic computer skills

Experience with 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 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 Oklahoma
• 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
• Making travel arrangements for attorneys and financial advisors
• 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

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.