Join the Estate Planners for Life™ Team

Client Services & Operations Coordinator

Estate Planners for Life Norman, Oklahoma Full-Time | In Office | Monday-Friday

Be the person who makes sure nothing falls through the cracks.

At Estate Planners for Life, we believe exceptional estate planning is about far more than documents. We help families protect the people they love and create peace of mind for generations to come.

Behind every outstanding client experience is someone who keeps everything moving.

That someone might be you.

We’re looking for an experienced, highly organized professional who enjoys bringing order to complexity, solving problems, keeping people accountable, and making sure important work gets completed. This isn’t simply an administrative position. It’s an operational role that requires ownership, initiative, and follow-through.

If you’re the type of person who naturally keeps projects moving, notices what others miss, follows up without being asked, and enjoys helping people accomplish important goals, we’d love to meet you.

What You’ll Do

You’ll serve as the operational hub between our clients, attorneys, and internal team, ensuring every estate planning matter progresses smoothly from engagement through completion.

You’ll coordinate people, information, schedules, deadlines, and communication so our attorneys can focus on practicing law while our clients receive an organized, responsive, and professional experience.

Success in this role isn’t measured by how many emails you send or calendars you manage.

Success is measured by completed files, happy clients, organized attorneys, and work that consistently moves forward.

Primary Responsibilities

Client Communication

• Serve as a primary point of contact for clients throughout their estate planning journey.

• Guide clients through each step of the process and clearly communicate next steps.

• Follow up consistently to obtain documents, signatures, information, and completed action items.

• Answer questions or coordinate with attorneys when additional guidance is needed.

• Build confidence and trust through professionalism, responsiveness, and clear communication.

Matter Coordination

• Keep every client matter progressing according to established workflows and deadlines.

• Coordinate scheduling, document preparation, meetings, signatures, and file progression.

• Monitor case status and proactively identify stalled matters before they become problems.

• Work closely with attorneys to ensure files remain organized and on schedule.

• Help remove obstacles that delay client progress.

Office & Administrative Operations

• Manage front office responsibilities and daily administrative functions.

• Maintain accurate records, documentation, and data within firm systems.

• Coordinate incoming calls, scheduling, correspondence, and office logistics.

• Assist with document management and workflow administration.

• Support attorneys and team members with administrative needs that improve overall efficiency.

We’re Looking For Someone Who:

• Naturally takes ownership rather than waiting to be told what to do.

• Enjoys organizing people, projects, and priorities.

• Follows through relentlessly until work is complete.

• Solves problems instead of simply identifying them.

• Is comfortable managing multiple priorities simultaneously.

• Communicates professionally with clients and teammates.

• Can confidently remind, encourage, and guide clients toward completing important action items.

• Thrives in an environment where no two days look exactly the same.

• Finds satisfaction in helping an entire team become more productive.

The Ideal Background

You do not need prior legal experience.

We care far more about your ability to organize work, solve problems, and drive execution than whether you’ve worked in a law office.

Strong candidates often come from backgrounds such as:

• Executive or Administrative Assistant

• Office Manager

• Operations Coordinator

• Project Coordinator

• Client Service Representative

• Banking or Financial Services

• Insurance Account Management

• Medical Practice Administration

• Real Estate Transaction Coordination

• Recruiting or Staffing Coordination

• Professional Services Administration

If you’ve spent your career helping professionals stay organized, keeping projects on track, and making sure clients receive outstanding service, your experience may translate exceptionally well.

What Success Looks Like

Within your first year, you’ll become the person everyone relies on to keep work moving.

Clients know exactly what comes next.

Attorneys trust that files are progressing.

Deadlines are rarely missed.

Nothing slips through the cracks.

You create calm where others see chaos.

Compensation & Benefits

• Full-Time, Monday through Friday

• In-office position located in Norman, Oklahoma

• $20-$28 per hour, depending on experience

• Paid Holidays

• Earned Paid Time Off

• Health Insurance

• Dental Insurance

• Vision Insurance

• Life Insurance

Ready to Apply?

Please email the following to Career@EstatePlannersForLife.com:

• Your resume

• A cover letter

• Professional references

In your cover letter, we’d like you to answer one question:

Tell us about a time you were responsible for keeping many moving pieces organized. What did you do, and what made you successful?