Administrative Specialist / Front Office Receptionist

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

Qualifications

The pay range for this role is :

17 - 22 USD per hour(Fort Myers, FL)

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