What are the responsibilities and job description for the Senior Client Service Coordinator position at Oath Law?
About Oath Law & Oath Planning
Oath Law was founded in 2010 with a mission to provide accessible estate and financial planning services to individuals from all backgrounds. Our team of innovative thinkers is dedicated to empowering families and individuals to do their best for the people and things they love most.
With multiple offices across the country, we are expanding our team to support our growing client base. As an Administrative Specialist, you will play a crucial role in organizing our office operations and providing exceptional client service.
Responsibilities:
- Manage day-to-day office operations in Colorado
- Execute administrative tasks as assigned by the team
- Liaise with clients, attorneys, and advisors as the primary point of contact
- Answer phone calls and respond to client requests via email and phone
- Monitor deadlines and schedule appointments
- Prepare materials for client meetings and draft correspondence
- Assist attorneys with services and facilitate educational workshops and signing meetings
- Organize and maintain client files and manage document scanning, copying, and filing
Qualifications:
- Excellent time management, problem-solving, and communication skills
- Basic computer skills, including experience with Microsoft Office
- No prior experience required, but a strong willingness to learn and grow
