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

Pride Health

Phlebotomist Job at Pride Health

 ...Duration: 26 Weeks Shift: 5x8 (9:00 AM-5:00 PM) HS diploma/GED (required). Prior veni-puncture experience (preferred). Phlebotomy Certification, computer skills, blood collection experience 2 years+, and great customer services skills Benefits: Pride... 

Harmony Senior Services

Chief Legal Counsel Job at Harmony Senior Services

 ...Chief Legal Counsel Reporting directly to the CEO and Ownership, the Chief Legal Counsel is crucial in ensuring the legal compliance, protection, and overall success of the company. As the highest-ranking attorney, the Chief Legal Counsel oversees and provides expert... 

Knauf North America

Production Associate Job at Knauf North America

Knauf Insulation North America is the world's fastest-growing insulation manufacturer. We are wholly committed to the conservation of the environment while also sustainably developing and manufacturing a comprehensive line of acoustical fiberglass insulation for residential...

LG Energy Solution

Senior System Integration Engineer Job at LG Energy Solution

 ...Senior System Integration Engineer Westboro, MA - Hybrid 3 days in office Company Overview LG Energy Solution Vertech, Inc. (LGES Vertech) is a full-service energy storage system supplier and integrator. Using our core strengths of expert service to our customers... 

Addison Group

Accountant Job at Addison Group

 ...Job Title: Accountant Location: 100% onsite in Peachtree City, GA Compensation: $50,000-$65,000 / year Benefits: Medical, Dental...  ..., compliance, and insight that supports both local and international operations. Key Responsibilities Manage all aspects of...