Client Services Admin Coordinator (Remote-Ready)

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

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.