February 2025

Location : Calgary, Alberta

Role : Operations Manager, On Site

 

Pinnacle Wealth is seeking an organized and detail-oriented Operations Manager to support the efficiency of our operations. This is a vital, hands-on role that ensures our office functions seamlessly by managing administrative processes, supporting staff, and coordinating client-facing events. While this is not a leadership position, the individual in this role plays a crucial part in guiding and supporting the entire team. This role requires strong technical, organizational, and communication skills to maintain operational effectiveness. If you thrive in a fast-paced environment, enjoy problem-solving, and have experience in financial services, we encourage you to apply.

 

Key Accountabilities

 

Operational & Administrative Support

• Oversee office processes, ensuring seamless daily operations.

• Manage business applications for process tracking and customer relationship management, including on-boarding, off-boarding, and managing orphan clients.

• Ensure compliance with company policies and financial services industry regulations, including social media reviews and annual compliance processes such as AML requirements.

• Analyze company workflows to identify risks and improve efficiency through process improvements.

 

Risk Management

• Assess potential risks in company processes and develop mitigation strategies, including implementing stop-gaps and evaluating process flows or SLAs.

• Monitor operational procedures to maintain compliance and minimize liabilities, including managing tech stacks and equipment.

 

Staff & Office Coordination

• Support the team with administrative needs and office logistics, such as ordering supplies and setting up workspaces.

• Facilitate internal communication and ensure smooth interdepartmental coordination, including managing general staff communications and organizing all-staff events.

 

Productivity Execution

• Ensure operational efficiency by tracking projects and timelines, providing departmental project needs analysis and support as required.

• Monitor and improve office productivity by streamlining processes, focusing on departmental collaboration and identifying inefficiencies in time management.

• Train staff on best practices for office procedures and compliance standards, including HR training, ongoing development, Thursday training calls, and phone system protocols.

 

Technical Proficiency & Process Improvement

• Maintain data accuracy and document management systems, overseeing all processes related to on-boarding, off-boarding, training, professional development, and implementing new SaaS products.

• Oversee reporting to support business decisions, including project management oversight.

 

Communication & Marketing Support

• Assist in developing internal and external communication materials.

• Support marketing initiatives, including social media management and content distribution.

• Draft and review reports, presentations, and official correspondence.

 

Event Management

• Plan, organize, and coordinate client-facing events, including webinars, seminars, and networking events.

• Handle event logistics, such as venue selection, scheduling, and attendee coordination.

• Ensure events align with company objectives and enhance client engagement.

• Collaborate with internal and external teams for successful execution, including event budget coordination, marketing collaboration, and compliance reviews.

 

What You Bring

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Technical Proficiency

Comfortable using business software and project management tools.

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Strong Organizational Skills

Ability to manage multiple projects, track deadlines, and maintain office efficiency.

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Problem-Solving Mindset

Capable of identifying challenges and implementing practical solutions.

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Excellent Communication

Strong verbal and written skills, with the ability to collaborate across teams.

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Adaptability & Initiative

Ability to adjust to shifting priorities in a dynamic environment.

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Financial Services Experience

Preferred; not required – Experience in a compliance-focused role is a plus.

 

Why Join Us?​

• Work in a supportive and professional environment.

• Gain hands-on experience in operations, compliance, and process optimization.

• Enjoy opportunities for professional growth and skill development.