Estate Planning Client Services Coordinator

Oath; Carmel (IN); On-site; USD 32,000 - 45,000; Full time

Job summary

Oath Law & Oath Planning in Carmel, Indiana is seeking a detail-oriented Client Service Coordinator to help organize our attorneys, advisors, clients, and team in the office.

You will oversee day-to-day office operations in Indiana, liaise with clients and attorneys, answer calls and emails, schedule appointments, prepare materials for client meetings, and maintain electronic file systems. No prior experience required; a valid driver's license is needed.

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 drivers license.

Responsibilities

• Oversee our day-to-day office operations in Indiana
• 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 Law & Oath Planning in Carmel, Indiana is seeking a detail-oriented Client Service Coordinator to help organize our attorneys, advisors, clients, and team in the office.

You will oversee day-to-day office operations in Indiana, liaise with clients and attorneys, answer calls and emails, schedule appointments, prepare materials for client meetings, and maintain electronic file systems. No prior experience required; a valid driver's license is needed.