What are the responsibilities and job description for the Administrative Assistant position at Lifelong Wealth Management Group?
Lifelong Wealth Management is dedicated to helping individuals achieve their lifelong financial goals. Our focus is on the "why" behind your financial decisions, whether it's planning for retirement, saving for your child's education, or purchasing a home. We differentiate ourselves by prioritizing our clients' values and wishes, and working collaboratively to build and implement personalized financial paths.
This is a full-time on-site role for an Administrative Assistant at Lifelong Wealth Management in Lake Oswego, OR. The Administrative Assistant will be responsible for providing administrative support, handling phone communication, maintaining effective communication, and assisting with clerical tasks.
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills
- Excellent organizational and time management skills
- Attention to detail and accuracy
- Ability to multitask and prioritize tasks effectively
- Proficiency in Microsoft Office suite
- Experience in the financial services industry is a plus
Salary : $45,000 - $50,000