Administrative Assistant

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

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 francesca@llwmg.com.

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 Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598