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

Administrative Assistant


  • 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


  • 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

Make Better Financial Decisions.

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