Administrative Assistant Job at Oath Law, Fort Washington, PA

R21PblA0RE5BWmNySG1oZVRzb2psTHNqZHc9PQ==
  • Oath Law
  • Fort Washington, PA

Job Description

Help more people than you can ever imagine. If you have high attention to detail, are hardworking, and want to work with an amazing team of like minded people changing the world, we'll show you how.

At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning. The role of an Oath Client Service Coordinator is to work to organize our attorneys, advisors, clients, and team in office and remote.

We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwide.

Responsibilities

  • Oversee our day-to-day office operations in Pennsylvania
  • 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
  • Monitoring deadlines
  • Scheduling appointments
  • Preparing materials for client meetings
  • Drafting correspondence
  • 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

Qualifications

  • Excellent time management, problem-solving, and communication skills
  • Basic computer skills including experience with Microsoft Office
  • No prior experience required

About Oath Law & Oath Planning

Oath was founded in 2010 on the idea that estate and financial planning should be accessible to people from all different backgrounds -- not only the wealthiest 1%. We began in one small office with a team of only a few innovative, creative thinkers that wanted to make planning and estate and financial education a possibility for every community. Now, we've grown our firm across multiple states, with more offices opening every year.

Our success comes down to one motivating factor -- helping families and individuals do the best that they can for the people and things that they love most. As we continue to expand and help more individuals and families, we are seeking like-minded individuals to embody our mission and values and join our growing team.

Job Tags

Work at office, Remote work,

Similar Jobs

Freeman Mathis & Gary, LLP

Accounts Payable Specialist Job at Freeman Mathis & Gary, LLP

 ...growing, national specialty litigation firm seeking an experienced Accounts Payable Specialist to join our Atlanta office. The AP Specialist...  ...client service. This is a 100% in office position and remote work is not available. The following set of success factors... 

Medix

Ultrasound Technologist - 248766 Job at Medix

 ...balance while continuing to practice at a high clinical level. The sonographer will independently perform advanced obstetric ultrasound examinations, including daily fetal echocardiograms, using state-of-the-art equipment in a collaborative MFM environment. Key... 

The Planet Group

Waste Project Manager Job at The Planet Group

 ...Title: Waste Project Manager Location: Chicago, IL 60633 Direct Hire Starting Pay: Up to 80k depending on experience Excellent...  ...dental, vision, 401k match Our client is looking for a entry level Project Manager to manage a large quantity waste generator facility... 

Embrace Home Health & Hospice

Hospice Social Worker (PRN) Job at Embrace Home Health & Hospice

 ...various conditions, possible exposure to blood and body fluids and infectious diseases. Ability to work flexible schedule, ability to travel locally, some exposure to unpleasant weather. Moderate noise level; Category C BBP risk; moderate stress and emotional demands.... 

BlackRock Resources LLC

LNG Project Manager Job at BlackRock Resources LLC

Job Title: LNG Project Manager Location: Bridgeport, WV Type: Contract + (W-2 benefits, PTO, 401(k), paid holidays) Industry: Oil & Energy Travel: Up to 25% Summary The Project Manager will lead and support capital projects across interstate natural...