Office & Operations Coordinator

Purpose Unlimited•Vancouver, BC

1d•CA$60,000 - CA$65,000•Hybrid

About The Position

The Office & Operations Coordinator is responsible for the day-to-day operational environment across Purpose Unlimited’s Vancouver offices, supporting both the Steadyhand and FWP businesses. The role combines front-of-house client services, office operations and client services support.

Requirements

Experience in office coordination, administrative support, or workplace operations in a professional environment
Comfort working in a dynamic environment were 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
Applicants must be legally entitled to work in Canada.

Nice To Haves

Experience in financial services or a regulated, client-facing environment
Bilingualism in French and English

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