Purpose Unlimited is 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 Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Vacancy Status: This is a current opening.
Compensation: $60,000 - $65,000
Location: 1747 W 3rd Ave, Vancouver, BC V6J 1K7
This is a fully on-site role, requiring five days per week in our Vancouver offices.
Job Description
Who you are
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.
The role reports to the Manager, Administration & Office Operations, with a dotted-line to the Head of Advisory Services, Steadyhand.
Responsibilities: What you will do & what you will own
Client and visitor experience
- 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
Office operations
- 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
Client services support
- 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
Operations support
- 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
Qualifications: What you will bring
Required
- 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
Preferred
- Experience in financial services or a regulated, client-facing environment
- Bilingualism in French and English
Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We 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 needs.
- We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future – Generous Group RRSP matching and an optional TFSA program.
- We care about your development – We offer training opportunities and tuition support year-round.
Purpose Unlimited is 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
[email protected]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We 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.
