Legal Assistant Job at Oath Law, Des Moines, IA

eFVmR2w3L09OaGYybHNCUzd0U3luN2o0
  • Oath Law
  • Des Moines, IA

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 Iowa
  • 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

CPS Outdoors

Project Manager Job at CPS Outdoors

 ...partner for creating tailored outdoor solutions. Role Description This is a full-time hybrid role for a Project Manager based in Miami, FL, with some flexibility for remote work. The Project Manager will oversee the planning, coordination, and execution of... 

Enginuity Advantage

Environmental Engineer Job at Enginuity Advantage

 ...Clean Up What Matters. Build Work That Lasts. Are you an environmental consultant who wants more than routine reports and checkbox projects...  ...Masters degree in Environmental Engineering, Environmental Science, Geology, or a related field Approximately 510 years of... 

Bakery Express

Bakery Mixer Job at Bakery Express

 ...timely and truthful manner, providing accurate and timely feedback as needed. Maintain a clean, safe and sanitary work area during operations, and perform proper area clean up duties at the close of production. Yeast mixer and Cookie mixer machine must be turned off... 

Helix Electric

Assistant Superintendent Job at Helix Electric

 ...has created a new position for a dynamic Assistant Electrical Construction Superintendent . At any given time, this superintendent will...  ...to work 8-10 hours per day, 40 hours per week, overtime, and night shifts as required. Must be able to perform the essential functions... 

WHSP Medical, P.C.

Licensed Mental Health Clinician - Athletes & Sports Medicine Job at WHSP Medical, P.C.

 ...and regularly assess progress. Maintain timely and accurate clinical documentation in accordance with agency and licensing...  ...Engage in ongoing professional development related to sport psychology, eating disorders, and best practices in athlete mental health...