Administrative Specialist/Front Office Receptionist in Fort Myers, Florida at Oakwood Capital

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.