About Oakwood Capital
Oakwood Capital is committed to empowering individuals, families, and businesses with tailored financial solutions that meet their unique goals.
As a “Family Office” for our clients, we offer comprehensive financial planning, investment management, tax strategies & preparation, and insurance services designed to support every facet of their financial lives.
For small to mid-sized businesses, we serve as a “Virtual CFO,” delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.
Our approach is holistic and client-centered. We engage in meaningful conversations to understand our client's aspirations and develop a financial roadmap aligned with their personal and financial objectives.
With decades of combined experience, our team brings a wealth of knowledge to each partnership, guiding clients toward financial security and lasting peace of mind.
At Oakwood Capital, we are not just advisors; we are partners on your journey, committed to providing stability and confidence for your family and business.
Visit our website at www.oakwoodcp.com.
About the role
- Salary is negotiable based on experience and desire to move up within the company
- Full benefits available, including health, dental, and eye care; life insurance; disability insurance, and more
- Eligible for 401 (k) with company match after 12 months
What you"ll do
- You are the first person our valuable clients meet with they walk in the door or call into the offices
- Professionally greet clients as they come into the office
- Answer phones for the organization
- Schedule appointments for company executives, relationship managers, and accountants.
- Provide support for the Director of Operations and Relationship Managers
- Conduct operational and clerical duties supporting the various company divisions
- Maintain office supplies
- Process mail for the various company divisions
- Special projects
Qualifications
- Ideal candidates will be highly personable and enjoys meeting new people
- High School Diploma, but college degree or courses are preferred
- Professional demeanor, friendly, enjoys working with others
- Excellent written and verbal skills
- Self-motivated
- Ability to communicate effectively with clients, staff, and others
- Ability to work well on a team
- Detail oriented
- Excellent organizational skills
- Familiarity with Microsoft Office Tools and other business software
- Ability to multi-task
- 3 years of relevant office experience if you do not have a college degree
- Ability to work in a fast-paced environment.
The pay range for this role is:17 - 25 USD per hour(Fort Myers, FL)
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