Legal Assistant Job at Oath Law, Broomfield, CO

WUY5bHgva0gvMFhjMnh4M2d0azdheklQU0E9PQ==
  • Oath Law
  • Broomfield, CO

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 Colorado
  • 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

Magi K

All languages - English Over the phone Interpreter Job at Magi K

We are hiring ALL LANGUAGES-ENGLISH OVER-THE-PHONE INTERPRETERS&##128170; We are an equal opportunity employer!&##128204;Freelance Contract Your role Your job as an Over-the-Phone interpreter involves providing clear and accurate interpretation between languages...

Sunbelt Staffing

Recruiter Job at Sunbelt Staffing

 ...actively hiring for our new (and very fast growing) department! We are currently seeking motivated individuals for an on-site Recruiter role to help support schools nationwide. The primary responsibility would be to pair healthcare providers with our school clients... 

Pop-Up Talent

AutoCAD, Microvellum Engineer Job at Pop-Up Talent

 ...fortunate enough provide goods for some of the Bay Areas top tech firms like Apple, #Slack, Facebook, Adobe, Square, Google, Wish.com, Cisco, HPE, WeWork, VMWareetc. We provide the highest level of customer service and quality thanks to the tenure of our employees (15+... 

Trillium HR

Chemical Sales Representative Job at Trillium HR

 ...achieving performance, productivity, and profitability in solid/liquid separation operations. We are currently seeking a dynamic Sales and Service Representative to join the team and drive growth in key markets - Los Angeles to San Diego. This role focuses on account... 

Pride Health

Pharmacy Technician Job at Pride Health

 ...Join us as a Pharmacy Tech Make an Impact! Location: Greenbrae, CA 94904 Job Type: 13-Week Contract Shift: Rotating shift 8 hrs. Days and Nights Scheduled Hours: 40 Hours a Week. Weekly Compensation : $1460.00 $1560.00 What will you do: Prepare...