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Careers

Careers

Identifying Needs. Finding Solutions. Changing Lives. It's What We Do.

If you are a dynamic, positive, hard-working professional looking to join a winning team in an industry that can change the fortunes of families for generations, then we want to get to know you. Check out our career opportunities.

Receptionist/First Impression Manager

Perfect position for a male/female that enjoys:
Greeting clients/visitors; we view as a very important position, literally a First Impression Manager
Supporting a small team work environment
A variety of duties and responsibilities
A professional office with premier appointments
Maintaining Edmonds Premier office location and managing our great services providers; cleaning staff, maintenance, lawn service, window cleaners, etc

Duties include:

  • Opening office at 8:00am
  • Maintaining a premier office building
  • Answering calls; making our callers want to call our office just to hear your cheerful, helpful voice!
  • Payables/preparing, and maintaining files
  • Ordering Office supplies
  • Sort Incoming Mail
  • Interacting with a select few tenants
  • Maintaining FinancialDistrictOK.com website
  • Supporting company and client events

Required Skills:

  • Cheerful personality
  • Positive attitude

Helpful skills

  • Experience with Microsoft Windows, PowerPoint, Excel, and Word
  • Experience with RedTail or similar customer relationship management software

Email credentials to:
Office@chappelwood.com
3 References Required
Phone Interview
Face to Face interviews Wednesday- Friday

Internships

ChappelWood is passionate about providing opportunities for students with aspirations of building a successful career in the financial services industry or other business ventures.

We are currently accepting resumes for summer 2016 internships. If you are a college student majoring in finance, accounting, marketing, or any other area of business administration, consider joining one of the premier independent investment advisory firms in Oklahoma.

Internship opportunities include:

  • interacting with clients and visitors to create the first impression they have of our firm
  • participating in client analysis consultations and quarterly investment performance reviews
  • planning special client events for High Net Worth households and Mid-Tier Millionaires
  • providing input and insight to ChappelWood's marketing efforts including web and social media
  • participating in a weekly financial radio show

Required skills:

  • cheerful personalty
  • positive attitude

Helpful skills

  • experience with Microsoft Windows, PowerPoint, Excel, and Word
  • experience with RedTail or similar customer relationship management software

Email cover letter and resume to office@chappelwood.com

 

 

2015 summer interns Jonathan Grantham and Skylar Ray celebrate a job well done as they prepare to go back to school.

 

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