Director of First Impressions

Company: Oakwood Capital
Location: Fort Myers
Posted on: November 6, 2024

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 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 monthsWhat 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 projectsQualifications
    • 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.
      
      
      
      PIb43fc00d6a61-37248-35957363

Keywords: Oakwood Capital, Captiva , Director of First Impressions, Accounting, Auditing , Fort Myers, Florida