Client Services Coordinator — Estate & Planning Office

Oath; Chesapeake (VA); On-site; USD 35,000 - 45,000; Full time

Job summary

Oath is seeking a Client Service Coordinator in Chesapeake, Virginia. This role entails managing daily office operations and acting as the primary point of communication among clients, attorneys, and team members. Responsibilities include scheduling appointments, organizing client files, and facilitating educational workshops. Ideal candidates should have strong time management, problem-solving, and communication skills. Basic computer skills with Microsoft Office are necessary, and no experience is needed. A valid driver's license is required for this position.

Qualifications

• Excellent time management, problem-solving, and communication skills are essential.
• Basic computer skills are required including experience with Microsoft Office.
• No prior experience is needed, but a vehicle and valid driver's license are required.

Responsibilities

• Oversee day-to-day office operations in Virginia.
• Liaise with clients, attorneys, team, and advisors.
• Responsible for answering and directing phone calls.

Skills

Time management

Problem-solving

Communication skills

Basic computer skills

Tools

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator in Chesapeake, Virginia. This role entails managing daily office operations and acting as the primary point of communication among clients, attorneys, and team members. Responsibilities include scheduling appointments, organizing client files, and facilitating educational workshops. Ideal candidates should have strong time management, problem-solving, and communication skills. Basic computer skills with Microsoft Office are necessary, and no experience is needed. A valid driver's license is required for this position.