Operations Coordinator

Core Responsibilities

• Cook up equipment ordering, provisioning, and asset tracking for all firm locations.
• Maintain accurate firm asset inventory including laptops, monitors, software licenses, and peripherals.
• Track vendor contracts, subscriptions, and renewal timelines; maintain centralized renewal calendar.
• Cook up operational purchasing and supply management across the firm.

Intranet Ownership (The Grove)

• Maintain and organize The Grove as the firm’s central internal resource hub.
• Ensure vendor, custodian, and service provider contact information is accurate and current.
• Post internal announcements, operational updates, and relevant firm communications.
• Maintain navigation structure, archive outdated content, and ensure resources are clearly categorized.
• Own the internal directory of roles and responsibilities, keeping it current as the firm evolves.

Onboarding & Offboarding Logistics

• Cook up all logistical components of new hire onboarding—equipment setup, access requests, workspace coordination, and welcome materials.
• Maintain onboarding checklist tracking and ensure timely completion of all logistical steps.
• Prepare internal announcements for new team members.
• Manage offboarding logistics including equipment retrieval, access shutdown coordination, and exit documentation routing.

HR & Operations Scheduling Support

• Cook up scheduling for internal HR meetings, performance reviews, onboarding sessions, and operational initiatives in partnership with the People Relations Coordinator.
• Support calendar management for recurring HR and operations processes.
• Track completion of required internal acknowledgments, training completions, and policy signoffs.
• Aid in organizing internal operations and leadership meetings—logistics and materials preparation.

Operational Tracking & Administrative Controls

• Maintain asset inventory log and software seat allocations.
• Monitor renewal deadlines and escalate appropriately to the Operations Manager.
• Maintain internal administrative tracking dashboards as directed.
• Support preparation of materials for operations or leadership meetings.

Qualifications

• Bachelor’s degree or 2–4 years of relevant experience in an administrative, operations, or office management role.
• Experience in financial services, professional services, or another regulated industry.
• A track record of juggling multiple workstreams and competing deadlines with organized tracking systems—spreadsheets, dashboards, checklists, calendars—that get followed.
• Experience coordinating vendor relationships, contract renewals, or subscription management.
• Experience with people operations or office management at a growing firm, including new hire onboarding logistics (equipment, access, workspace, announcements).
• Day-to-day fluency with Microsoft 365 (Outlook, Excel, Word, Teams, SharePoint) and quick to learn new platforms.
• Excellent written communication—you’ll be posting to the intranet, drafting announcements, and routing information firm-wide.
• Discretion, professionalism, and ownership, you handle sensitive information with care and flag issues before they become problems.

Benefits

• Medical-related ICHRA – Employer Allowance (Individual Healthcare Reimbursement Arrangement Plan Allowance) to purchase individual medical coverage based on geographic location, age, and household size.
• 50% Employer Paid for Employee Only Dental premiums.
• Employer-paid Group Life.
• Employer-paid Group LTD.
• Employer-paid Vision.
• Short-term DIC.
• Hospital Indemnity.
• Other Benefits: 401k, 401K Safe Harbor Match, Holiday/PTO/Sick Time, Continuing Education, Licensure, Designation Assistance, Employee Assistance Program.

Location

Colorado Springs, CO (corporate HQ)—in-office role; flexibility may be available after an initial onboarding period.

Employment Type

Full-time, non-exempt.

Compensation

$55,000 – $68,000 base, commensurate with experience, plus benefits, eligible for performance-based bonus tied to department milestones and firm goals.

AAP/EEO Statement

Summit provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.