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Estate Planning Coordinator

1 month 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. In this role, you will be responsible for overseeing the day-to-day operations of our office, including managing client communications, scheduling appointments, and preparing materials for client meetings.

Key Responsibilities

  • Manage client communications, including responding to emails and phone calls
  • Schedule appointments and prepare materials for client meetings
  • Oversee the organization and maintenance of client files
  • Assist with administrative tasks, including scanning, copying, and filing documents

Requirements

  • Excellent communication and organizational skills
  • Basic computer skills, including experience with Microsoft Office
  • Bachelor's degree required

About Oath Law

Oath Law is a leading provider of estate and financial planning services. We are committed to helping individuals and families achieve their goals through expert guidance and support.