Support Specialist

This role does require Nationwide Travel depending on the needs of the firm.

About The Team

We are looking for a driven, people-focused All Market Support Specialist who is organized, detail oriented, and loves to be of service. In this role, you will help support all of our markets across the nation.

Our team believes that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through Estate and Financial Planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We're committed to empowering our team to help thousands of people nationwide protect what matters most for generations to come.

What You'll Do

• Point of contact for support in all of our markets
• Travel nationwide to cover markets with the execution of educational workshops and signing meetings
• Answer and direct incoming phone calls and respond to client emails in a timely, professional manner
• Assist with training new team members
• Schedule appointments, workshops, signing meetings, and other client interactions
• Monitor important deadlines and help ensure matters move forward efficiently
• Assist with special projects that may arise for the team
• Prepare and mail materials and documentation for client meetings
• Draft correspondence and assist with client communications
• Answer client questions and coordinate with attorneys to ensure outstanding service
• Organize, scan, copy, and maintain client files within our electronic document management system
• Assist with general administrative and office support tasks
• Help create a seamless, high-quality experience for every client who interacts with Oath

What We're Looking For

• 2-5 years of Office Management/Leadership experience
• Excellent organizational skills with exceptional attention to detail
• Strong time management and the ability to prioritize multiple responsibilities
• Excitement to travel nationwide to support our office operations
• Outstanding written and verbal communication skills
• A positive, service-oriented attitude with a passion for helping people
• Strong problem-solving abilities and a proactive mindset
• Ability to work independently while thriving in a collaborative team environment
• Professionalism, discretion, and the ability to handle confidential information
• A valid driver's license and reliable transportation
• No prior legal experience required—we'll provide the training you need to succeed

What We Offer

• Health, dental, and vision insurance with company contributions
• 401(k) with employer matching
• A collaborative, people-first culture focused on growth and impact
• Meaningful work that directly impacts families and their futures
• The opportunity to be part of a mission-driven company helping people protect what matters most

Who Should Apply

This role is for someone who loves helping people, thrives in an organized environment, and believes that every client deserves an exceptional experience.

You have high attention to detail, enjoy solving problems before they become issues, and take pride in keeping everything running smoothly. You're dependable, hardworking, and energized by supporting a team that's making a real difference in people's lives.

If you're looking for more than just a job—if you want meaningful work alongside an amazing team of like-minded people changing the world—we'll show you how.

At Oath, our mission is simple: to help individuals live better lives. If you're ready to grow, contribute, and make an impact every day, we'd love to hear from you.