Office & Operations Coordinator

Purpose Unlimitedis an independent financial services company with an unrelenting focus on customer-centric innovation delivered through technology-driven solutions. Led by entrepreneur Som Seif the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and Status: This is a current : $60000 - $65000Location: 1747 W 3rd Ave Vancouver BC V6J 1K7This is a fully on-site role requiring five days per week in our Vancouver DescriptionWho you areThe Office & Operations Coordinator is responsible for the day-to-day operational environment across Purpose Unlimiteds Vancouver offices supporting both the Steadyhand and FWP businesses. The role combines front-of-house client services office operations and client services role reports to the Manager Administration & Office Operations with a dotted-line to the Head of Advisory Services : What you will do & what you will ownClient and visitor experienceServe as the primary point of contact for clients visitors and callers across both Vancouver officesMaintain a professional organized and welcoming front-of-house environment consistent with Purpose Unlimiteds standardsHandle unexpected situations and competing priorities with sound judgment and minimal EscalationOffice operationsOwn the operational continuity of both Vancouver offices including vendor relationshipsshared spaces meeting logistics and general upkeepOversee AI-assisted workflows for supply management scheduling coordination and routine documentation reviewing outputs managing exceptions and escalating where requiredSupport operational continuity during periods of change increased activity or shifting PrioritiesClient services supportAssist Investor Specialists with new client account applications non-financial account updates and related documentationCoordinate follow-up with clients and prospective clients on outstanding documentation and administrative requestsSupport inbound phone coverage and general client service coordination as neededOperations supportAssist with processing tracking and filing of operational documentation across mail courier and electronic recordsSupport account transfer processes including submission and follow-up of transfer requests to and from institutionsReview and reconcile reports to help validate accuracy between systems and processesProvide flexible administrative support across departments as business needs evolveQualifications: What you will bringRequiredExperience in office coordination administrative support or workplace operations in a professional environmentComfort working in a dynamic environment were priorities and responsibilities may evolve over timeStrong organizational and prioritization skills with the ability to manage competing demands independentlySound judgment knows when to act when to escalate and when to askComfort working alongside AI-assisted tools and evolving administrative systemsStrong written and verbal communication in EnglishHigh attention to detail and consistent follow-throughPreferred Experience in financial services or a regulated client-facing environmentBilingualism in French and EnglishWhy should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture- work for an innovative people-first financial services firm that values believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards- Competitive compensation including equity care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life- a flexible paid time-off policy covering vacation sick and mental health care about your family- Paid parental leave for eligible employees with a care about your future Generous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Unlimitedis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.