Estate Planning Coordinator

4 weeks ago


Akron, Ohio, 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 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, ensuring seamless communication and coordination with clients, attorneys, and advisors.

Key Responsibilities
  • Manage office and remote operations, ensuring efficient workflow and timely completion of tasks
  • Coordinate with clients, attorneys, and advisors to provide exceptional customer service
  • Develop and implement administrative processes to improve productivity and efficiency
  • Prepare and maintain client files, documents, and records
  • Provide administrative support to the team, including scheduling appointments, making travel arrangements, and drafting correspondence
Requirements
  • Excellent organizational, communication, and problem-solving 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 through personalized planning and education. Our team is dedicated to delivering exceptional service and support to our clients and colleagues.



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