Estate Planning Coordinator

2 weeks ago


Birmingham, Michigan, 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 Michigan.

Responsibilities
  • Manage and coordinate office operations, including scheduling appointments, preparing materials for client meetings, and drafting correspondence.
  • Liaise with clients, attorneys, team members, and advisors to ensure seamless communication and execution of tasks.
  • Monitor deadlines, prioritize tasks, and maintain accurate records and files.
  • Provide exceptional customer service and support to clients and team members.
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. We are committed to helping individuals and families achieve their goals and secure their financial futures. Our team is dedicated to providing exceptional service and support to our clients and community.

We believe in empowering our team members to make a meaningful impact and contribute to our mission. 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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