Client Services & Office Coordinator — Impactful Scheduling

Oath; Fort Worth (TX); On-site; USD 38,000 - 55,000; Full time

Job summary

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in our Texas office. The role emphasizes professional communication, calendar management, and efficient office administration to support estate and financial planning services.

Ideal candidates will have strong time management and problem-solving skills, basic computer proficiency (Microsoft Office), and reliable transportation.

Qualifications

• Excellent time management, problem-solving, and communication skills.
• Basic computer skills including Microsoft Office experience.
• No prior experience required; driving license and vehicle required.

Responsibilities

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

Excellent time management

Problem-solving

Communication skills

Tools

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in our Texas office. The role emphasizes professional communication, calendar management, and efficient office administration to support estate and financial planning services.

Ideal candidates will have strong time management and problem-solving skills, basic computer proficiency (Microsoft Office), and reliable transportation.