Administrative Assistant

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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].

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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.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534 503-214-6534

Palm Springs Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA 92262

(760) 606-0087 (760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598

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Careers

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