Office Assistant

Job Description: Office Assistant

Location: Skagit Valley/Whatcom County (Hybrid)

About Us:

At Flexure, we believe that entrepreneurs’ present position does not determine their future destination. We're here to create plan guiding business owners toward financial freedom. Owning a business is hard and at Flexure we provide them with a team, clear insights, and technical experience to help them succeed.

Purpose/Cause/Passion: Wisdom Empowerment = Winning! We believe entrepreneurs are community heroes. They create economy and give our people purpose. At Flexure, we exist to help them win.

Niche: Flexure is a financial planning services firm. We teach entrepreneurs how to use their business assets to achieve personal goals.

Our Core Values:

• Human Connection: We believe in the deep bond formed between people through empathy, understanding, and shared experiences.
• Intentionality: We take purposeful and deliberate action to align goals with values.
• Grace: We offer understanding and kindness, even in difficult situations.
• Innovation: We continuously explore new ideas and solutions.
• Continuous Improvement: We are committed to embracing the change and strive to deliver greater value for our clients and each other.

Key Responsibilities:

Support the Planning and Production Team with administrative tasks

· Serve as the administrative support for planning team including scheduling meetings, maintaining calendars of Planners, and client correspondence

· Support the Production Team maintaining files, folder structure, and apps/software

· Manage inbound communication and traffic from clients for the Production Team, including team, phone, and digital communications to ensure they get the help they need or to the person/team appropriate for their needs.

· Attend meetings and take and organize notes.

· Maintain contact databases and assist the Service Team with communication to clients.

· Attend meetings and take notes, including following up on action items

· Act as Executive Assistant to Planners coordinating meetings, communication, managing email inboxes, and helping prepare for client work.

· Work with Office Manager to improve systems, templates, processes for the Planning Teams

Manage Client Information

· Maintain contact databases and assist the Service Team with communication to clients.

• Assist the Planners with the sales pipeline process and helping follow up with prospects
• Assist the Planners with the Onboarding process to ensure smooth client experience and transition to clients.
• Manage client contracts for prospects and current clients, notifying Planners of expiring contracts

Additional Duties:

· Greet and welcome clients and prospects at our in-person office

· Assist Office Manager to schedule and organize company events

· Assist Billing Specialist with monthly billing

· Assist Planners with ad hoc projects for clients

Soft skills

· You are a natural people person and love working with clients and your team to get the solution or help they need.

· You should be able to navigate a variety of team personalities and styles to help them serve their clients.

· You should be comfortable speaking and communicating with clients and your team

Job Requirements:

· Prior experience as administrative support in an office setting

· Be team-oriented with a passion for process improvements

· Strong communication skills, both verbal and written

· Navigating and managing team administrative needs in a Microsoft Teams environment

· Proficient at Microsoft Office products (PowerPoint, Excel, Word)

· Karbon and Practice Ignition technical experience or ability to adapt to new technology

Basic or General Requirements:

• Be a proactive, supportive, and exceptional teammate.
• Continuous improvement mindset for self and processes.
• Collaborate effectively with our team, including our international team.
• Manage time efficiently and effectively to meet deadlines and client expectations, while both in-office or working remote.
• Possess strong verbal and written communication skills to ensure clarity and understanding.

Why Join Flexure:

At Flexure, we are more than just a financial planning firm. We are a guide and partner for small business owners, helping them clarify their goals and establish, grow, and exit their businesses in alignment with their personal dreams. If you are passionate about making a meaningful impact and being part of a supportive, forward-thinking team, we would love to hear from you.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 32 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Work Location: In person

Salary : $20 - $25