What are the responsibilities and job description for the Receptionist / Office Worker position 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
Qualifications
The pay range for this role is :
17 - 25 USD per hour(Fort Myers, FL)
PI260617895
Salary : $17 - $25
