Legal Assistant

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 like minded 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 Missouri

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