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

Kering Eyewear

Customer Service Ambassador - French Speaker Job at Kering Eyewear

Kering Eyewear seeks a French-speaking Customer Service Ambassador in Bridgewater, NJ, to manage the order-to-cash flow for a designated customer portfolio. The role involves ensuring customer service excellence and compliance with business policies, requiring fluency... 

Fawkes IDM

Foreign Filing Reporting Paralegal Job at Fawkes IDM

 ...A national law firm with offices in Boston, MA is seeking a qualified and expereinced Foreign Filing Reporting Paralegal to join their team. The successful candidate will be responsible for filing patent applications, responding to Office Actions, Information Disclosure... 

Insight Global

Material Handler Job at Insight Global

 ...March with possibility to become permanent. Pay: $20/hr As a Material Handler you will prepare materials in an accurate manner from...  ....) to pick, deliver and put away materials. Prior material handling experience is preferred. Must have the ability to learn Pentair... 

Masis Professional Group

Machine Operator / Chemical Operator Job at Masis Professional Group

 ...Qualifications ~ High school diploma or GED required. ~3+ years as a Production Operator/Chemical Operator, OR Machine Operator ~(Machine Operators from machine shops encouraged to apply). ~ Experience with hazardous chemicals preferred but not required. ~ Ability to... 

Moran Consultants

Construction Consultant Job at Moran Consultants

 ...Fully remote (Orlando, FL and surrounding area preferred) with limited monthly travel Company Overview Since 1968, Moran Consultants has partnered with lenders, investors, and developers nationwide to provide construction risk management and advisory services. Our...