What are the responsibilities and job description for the Operations and Support Coordinator position at Oath Law?
Estate and Financial Planning Services
Oath Law provides a range of estate and financial planning services to help individuals and families achieve their goals. As an Administrative Specialist, you will work closely with our attorneys and advisors to provide exceptional client service and support.
Services We Offer:
- Estate planning and administration
- Financial planning and wealth management
- Tax planning and preparation
- Trust and probate services
Your Key Responsibilities:
- Provide exceptional client service and support to our attorneys and advisors
- Assist with office administration tasks, including scheduling appointments and preparing materials for client meetings
- Help maintain accurate and up-to-date records and files