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Administrative Specialist/Front Office Receptionist
Administrative Specialist/Front Office ReceptionistOakwood Capital • Fort Myers, FL, US
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Administrative Specialist / Front Office Receptionist

Administrative Specialist / Front Office Receptionist

Oakwood Capital • Fort Myers, FL, US
1 day ago
Job type
  • Full-time
Job description

Job Description

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 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 - 22 USD per hour(Fort Myers, FL)

    PIe538ca934ef8-25405-38859606

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    Office Receptionist • Fort Myers, FL, US