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.