Client Services Coordinator – Estate & Planning Office

Oath; Miami (FL); On-site; USD 32,000 - 48,000; Full time

Job summary

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in Florida. The role emphasizes efficient office operations, clear communication, and proactive support for client services.

Responsibilities include coordinating meetings, managing client files, handling inquiries by phone and email, and supporting workshops. A reliable vehicle and valid driver's license are required, with no prior experience necessary.

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 driver's license.

Responsibilities

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

Skills

Time management

Problem-solving

Communication

Tools

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in Florida. The role emphasizes efficient office operations, clear communication, and proactive support for client services.

Responsibilities include coordinating meetings, managing client files, handling inquiries by phone and email, and supporting workshops. A reliable vehicle and valid driver's license are required, with no prior experience necessary.