Estate Planning Coordinator

3 days ago


Kansas City, Missouri, United States Oath Law Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as an Office Operations Manager. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our office and remote teams in Kansas.

Responsibilities
  • Manage and coordinate office and remote operations, ensuring seamless communication and collaboration among team members.
  • Execute administrative tasks, including scheduling appointments, preparing materials for client meetings, and drafting correspondence.
  • Liaise with clients, attorneys, and advisors to provide exceptional customer service and support.
  • Monitor deadlines, prioritize tasks, and maintain accurate records and files.
  • Develop and implement processes to improve efficiency and productivity within the team.
Requirements
  • Excellent time management, problem-solving, and communication skills.
  • Basic computer skills, including experience with Microsoft Office.
  • Bachelor's degree required.
About Oath Law & Oath Planning

Oath Law & Oath Planning is a leading provider of estate and financial planning services. Our mission is to make planning and education accessible to everyone, regardless of background or financial situation. We are committed to empowering individuals and families to make informed decisions about their financial futures.

We are a dynamic and growing company, with a strong focus on teamwork and collaboration. If you are a motivated and detail-oriented individual who is passionate about estate and financial planning, we encourage you to apply for this exciting opportunity.



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