Legal Assistant Job at Oath Law, Indianapolis, IN

cFdGaHJ2QVlEZDZlcWtpTWtWbG1ZQkpZaGc9PQ==
  • Oath Law
  • Indianapolis, IN

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 and remote 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
  • 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.

Industry

  • Financial Services

Employment Type

  • Full-time

Job Tags

Full time, Remote job,

Similar Jobs

N365

Editor Job at N365

Do you have experience in digital journalism and want to join a fun, friendly and driven team at a leading global content agency? If the answer to all the above is yes, you might just be our new Native Advertising Editor ! N365 Group is going through a global expansion...

Trinity Health Of New England

Assistant Nurse Manager- Emergency Room Job at Trinity Health Of New England

 ...CPI, ACLS, TNCC, and PALS are required to be current Position Highlights and Benefits: Full-Time 40 hours/week - Night Shift ~ The position is flexible, and shifts can be set for five 8-hour shifts or four 10-hour shifts. Ministry/Facility Information... 

Legacy Health

Behavioral Health Clinician Psychologist Job at Legacy Health

 ...JOB SUMMARY: The Behavioral Health Clinician (BHC) Psychologist position is an Oregon licensed psychologist trained in a health care setting who works as a member of the clinical team providing integrated care to individuals and their families to address... 

Lutely

Senior React Developer Job at Lutely

 ...free marketplace to license and sell their music directly to users and fans. About the Role Were looking for a Senior React Developer based in Michigan to join our engineering team. Youll lead the front-end development of rich, responsive tools that power the... 

Barks and Recreation LLC

Dog Walker. Job at Barks and Recreation LLC

 ...Comes True! If you're the kind of person who says hello to dogs before humans and feels a deep connection with our furry...  ...delightful dogs, navigating scenic trails, and making every walk an experience to remember. At Barks & Recreation, you're not just a pet caregiver...