Client Services & Office Operations Coordinator

Oath; San Diego (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

Oath is seeking a Client Service Coordinator in San Diego, California, to streamline office operations and assist clients. You will oversee daily tasks, manage communications, and ensure effective scheduling to support our legal and advisory teams.

The ideal candidate will possess strong time management, problem-solving, and communication skills, with a basic understanding of Microsoft Office. A valid driver's license is required. Join us to help families navigate estate and financial planning.

Qualifications

• Excellent time management skills.
• Strong problem-solving abilities.
• Effective communication skills required.
• Basic computer skills with Microsoft Office necessary.
• Valid driver's license and vehicle needed.

Responsibilities

• Oversee day-to-day office operations.
• Liaise with clients, attorneys, and team.
• Manage phone calls and client requests.
• Schedule appointments for clients.
• Prepare materials for client meetings.
• Maintain client files and documentation.

Skills

Time management

Problem-solving

Communication skills

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator in San Diego, California, to streamline office operations and assist clients. You will oversee daily tasks, manage communications, and ensure effective scheduling to support our legal and advisory teams.

The ideal candidate will possess strong time management, problem-solving, and communication skills, with a basic understanding of Microsoft Office. A valid driver's license is required. Join us to help families navigate estate and financial planning.