Receptionist / Office Worker - Fort Myers Florida

Company: Oakwood Capital
Location: Fort Myers, Florida
Posted On: 01/25/2025

About Oakwood CapitalOakwood 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 roleSalary is negotiable based on experience and desire to move up within the companyFull benefits available, including health, dental, and eye care; life insurance; disability insurance, and moreEligible for 401 (k) with company match after 12 monthsWhat you'll doYou are the first person our valuable clients meet with they walk in the door or call into the officesProfessionally greet clients as they come into the officeAnswer 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 divisionsMaintain office suppliesProcess mail for the various company divisionsSpecial projectsQualificationsIdeal candidates will be highly personable and enjoys meeting new people High School Diploma, but college degree or courses are preferredProfessional demeanor, friendly, enjoys working with othersExcellent written and verbal skillsSelf-motivatedAbility to communicate effectively with clients, staff, and othersAbility to work well on a teamDetail orientedExcellent organizational skillsFamiliarity with Microsoft Office Tools and other business softwareAbility to multi-task3 years of relevant office experience if you do not have a college degreeAbility to work in a fast-paced environment.The pay range for this role is:17 - 25 USD per hour(Fort Myers, FL)PI104d77b38aed-25660-35957363 More...

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