Estate Planning Office Coordinator

Oath; Brentwood (TN); On-site; USD 32,000 - 46,000; Full time

Job summary

Oath is hiring a Client Service Coordinator in Tennessee to organize our attorneys, advisors, clients, and team in office. The role focuses on keeping office operations running smoothly and ensuring clear communication with clients and colleagues.

Successful candidates will have strong organizational skills and the ability to manage multiple tasks, including scheduling, document preparation, and coordinating meetings with clients and attorneys.

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 Tennessee.
• 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

Microsoft Office

Tools

Microsoft Office

Job description

Oath is hiring a Client Service Coordinator in Tennessee to organize our attorneys, advisors, clients, and team in office. The role focuses on keeping office operations running smoothly and ensuring clear communication with clients and colleagues.

Successful candidates will have strong organizational skills and the ability to manage multiple tasks, including scheduling, document preparation, and coordinating meetings with clients and attorneys.