Administrative Assistant Job at Oath Law, Fort Washington, PA

bWhpamRRYzk4Nm9KN2g0TVRYeWFacUpHeFE9PQ==
  • 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,

Similar Jobs

The Church of Jesus Christ of Latter-day Saints

Tax Preparer Seasonal Job at The Church of Jesus Christ of Latter-day Saints

 ...Description The Seasonal Tax Preparer will provide income tax preparation services for designated Church employees from mid-January to mid-April. Flexible schedule; approximately 30-40 hours per week. Work location is the Church Office Building in downtown Salt Lake... 

Rinvio Recruitment

CRNA -Anesthesia Job at Rinvio Recruitment

 ...may be needed. **Technology Used:** Meditech for electronic medical records and Spectrum Anesthesia EMR. **Surgical Cases:** Each CRNA handles 2-3 surgical cases per day. The hospital has 20-30 surgery cases each day. **Pain Management Cases:** One day a week for... 

FirstService Residential

Front Desk Staff Job at FirstService Residential

Job Overview: As a Front Desk Associate, youll be responsible for working independently, and without direct supervision. Possess strong communication, telephone, and customer service skills. Be detailed oriented and able to multitask. Meet and greet residents; checks...

County Pump & Supply, Inc.

Master Plumber Job at County Pump & Supply, Inc.

 ...POSITION SUMMARY We are seeking an experienced and motivated Master Plumber to join our rapidly growing company. This individual will perform residential plumbing services, including water filter installations, repairs, and maintenance of water filtration systems, heating... 

HMI INC

Administrative Assistant Job at HMI INC

 ...interpersonal skills. Preferred Skills Previous internship or experience in fashion, retail, or office administration. Bilingual: Hindi fluency is a strong plus. Familiarity with order management systems or CRM software is a bonus. Collaborative, creative, and...