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.

PI014213b57445-30492-35957363

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