Administrative Assistant

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 [email protected].

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer 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, CA 92262

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


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598