Director of First Impressions

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.

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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, 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 projects

Qualifications

• 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.

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