Receptionist / Office Worker Job at Oakwood Capital, Fort Myers, FL

Z285YVpCZHlPY3V3anpydmtDeVlxUzBLSVE9PQ==
  • Oakwood Capital
  • Fort Myers, FL

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 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)



PI014213b57445-30492-35957363

Job Tags

Hourly pay, Remote job,

Similar Jobs

Mission Recruiting

Attorney | Class Action Litigation | Remote | 145670 Job at Mission Recruiting

 ...established Pasadena law firm is seeking an experienced Employment Attorney to join their team, specializing in Class Action Plaintiff...  ...Flexible work arrangements: Option for hybrid or fully remote schedule Competitive salary: Up to $250,000, depending on experience... 

Cooper University Health Care

Research Assistant Job at Cooper University Health Care

 ...through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey Short Description Assists the Principal Investigator and other members of the research team with preparation of IRB protocols, consent forms, and development... 

IT Concepts, Inc

Training Manager (Cleared) Job at IT Concepts, Inc

 ...we are looking for driven and innovative individuals to join our team. IT Concepts, Inc. (ITC) is seeking an experienced Training Manager to support a DOD SOCOM opportunity . ITC will provide the Government with program management and services related to emerging... 

KCG Companies

Assistant Property Manager Job at KCG Companies

 ...providing an exceptional living experience for our residents, and we are currently seeking an experienced and dedicated Assistant Property Manager to become an integral part of our team. If you have a passion for property management, a commitment to customer service,... 

Comhar Inc.

Mental Health Technician Job at Comhar Inc.

 ...Join our team today! Pay Rate: $18.00/HR Mental Health Technician Shifts: ~ Wednesday from 12am-8am; Thursday from 4pm-12am;...  ...seeking Full-Time Mental Health Technicians to join our Intensive Behavioral Health Services program in Easton, PA. The Mental...