Please scroll down, To apply

Director of First Impressions

hiring now

Oakwood Capital

2024-11-07 07:42:50

Job location Fort Myers, Florida, United States

Job type: fulltime

Job industry: Other

Job description

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 .



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, President, and the CEO
  • 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 motivated and want to move up within the organization
  • 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 (ie: IRS)
  • 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.


PI5e99c5bba4d5-7363

Inform a friend!

<!– job description page –>
Top