(503) 747-6534
[email protected]

Careers

Passion is the difference between having a job or having a career - Anonymous

Careers
About Us

Administrative Assistant

Responsibilities:

  • Making phone calls through our contra firm to fix client related issues
  • Send out birthday, anniversary, and holiday cards
  • Create lists and spreadsheets using Microsoft office and excel
  • Work directly under the administrative and marketing assistant
  • Run various office errands

Requirements:

  • Associate’s or Bachelor’s degree
  • Proficient in Microsoft Word, Excel, Outlook, and PowerPoint
  • Good interpersonal, customer service, and communication skills

Please call or email our marketing and administrative assistant Francesca Burch at 503-747-6534 or [email protected].

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.

request a free consultation

Or Call (503) 747-6534

ABOUT LIFELONG WEALTH MANAGEMENT

A Lake Oswego Portland Oregon Financial Wealth Management Company offering a unique approach to develop a comprehensive financial plan that fits your unique situation.

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534    503-214-6534

[email protected]

 

Portland Financial Planners | Wealth Management Lake Oswego

Disclaimer

Securities and advisory services offered through Lifelong Wealth Management. Check the background of your financial professional - FINRA's BrokerCheck

This site is published for residents of the United States only. Registered Representatives of Lifelong Wealth Management LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. We are primarily a fee-based advisory services.

We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA) (CA license number: 0G80574)

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