Oath Law & Oath Planning
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 likeminded 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 Office Manager 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 Florida
- 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
- Making travel arrangements for attorneys and financial advisors
- 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
- Bachelor’s degree 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
