Oath Law · 2 hours ago
Customer Service Representative
Tulsa, OK
Full-time
Hybrid
New Grad, Entry Level
$37K/yr - $43K/yrOath Law is dedicated to making estate and financial planning accessible to all. The role of the Customer Service Representative involves overseeing office operations, liaising with clients and attorneys, and managing communications and schedules.
FinanceLegalProfessional Services
Responsibilities
Oversee our day-to-day office operations in Oklahoma
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
Qualification
Required
Excellent time management, problem-solving, and communication skills
Basic computer skills including experience with Microsoft Office
Company
Oath Law
At Oath, estate and financial planning work together under one roof—a straightforward solution to clients juggling multiple advisors who rarely communicate.
Founded in 2010
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rod Yancy
Founder and Estate Planning Attorney
Recent News
Business Journals
2022-04-11
Los Angeles Times
2022-01-14
Company data provided by crunchbase