Office & Operations Coordinator

Purpose Unlimited is an independent financial services company focused on customer-centric innovation through technology-driven solutions. The Office & Operations Coordinator will manage the day-to-day operational environment across the Vancouver offices, providing client services and supporting office operations.

Responsibilities

• Serve as the primary point of contact for clients, visitors, and callers across both Vancouver offices
• Maintain a professional, organized, and welcoming front-of-house environment consistent with Purpose Unlimited’s standards
• Handle unexpected situations and competing priorities with sound judgment and minimal Escalation
• Own the operational continuity of both Vancouver offices, including vendor relationships, shared spaces, meeting logistics, and general upkeep
• Oversee AI-assisted workflows for supply management, scheduling coordination, and routine documentation – reviewing outputs, managing exceptions, and escalating where required
• Support operational continuity during periods of change, increased activity, or shifting Priorities
• Assist Investor Specialists with new client account applications, non-financial account updates, and related documentation
• Coordinate follow-up with clients and prospective clients on outstanding documentation and administrative requests
• Support inbound phone coverage and general client service coordination as needed
• Assist with processing, tracking, and filing of operational documentation across mail, courier, and electronic records
• Support account transfer processes, including submission and follow-up of transfer requests to and from institutions
• Review and reconcile reports to help validate accuracy between systems and processes
• Provide flexible administrative support across departments as business needs evolve

Skills

• Experience in office coordination, administrative support, or workplace operations in a professional environment
• Comfort working in a dynamic environment where priorities and responsibilities may evolve over time
• Strong organizational and prioritization skills, with the ability to manage competing demands independently
• Sound judgment – knows when to act, when to escalate, and when to ask
• Comfort working alongside AI-assisted tools and evolving administrative systems
• Strong written and verbal communication in English
• High attention to detail and consistent follow-through
• Experience in financial services or a regulated, client-facing environment
• Bilingualism in French and English

Benefits

• Competitive compensation including equity program.
• Comprehensive group health and dental benefits and life insurance at little to no cost to you.
• Lifestyle Spending Account for all your wellness needs.
• A flexible paid time-off policy covering vacation, sick, and mental health days.
• Paid parental leave for eligible employees with a top-up.
• Generous Group RRSP matching and an optional TFSA program.
• We offer training opportunities and tuition support year-round.
• A flexible hybrid work model that empowers you to do your best work whether at home or the office.

Company Overview