Position Title: Investor Relations and Compliance Administrative Assistant

Position reports to: Chief Compliance Officer

Position status: Full-time

Position category: Permanent

Location: Calgary, Alberta

Work hours: Monday – Friday 8am – 5pm (40 hours/week - In-Office)

Calvert Home Mortgage (CHMIC) is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Simply put, our team is the best in the business. Our expertise and experience are unrivalled -but it’s our caring approach that really sets us apart.

Calvert’s longevity and continued success is due to our shared sense of purpose and the understanding that relationships are far more important than transactions. We were founded on the principle of “kitchen table lending” -taking the time to build trust by listening to our customers, understanding their unique needs and goals, educating them on their options, and finding a solution that’s right for them. That might sound obvious but, in our experience, it’s not the norm.

We are looking for an Investor Relations and Compliance Administrative Assistant to be a part of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we are champions of a culture that creates a positive work environment, which will allow you to thrive and be a contributor to the long-term success of the company.

At Calvert Home Mortgage we offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute and free parking.

WHAT’S THE BIG IDEA? As our Investor Relations and Compliance Administrative Assistant, you’ll play a key role in ensuring that our investor onboarding, communication, and compliance processes run smoothly and accurately. Reporting to the CCO, you’ll be responsible for carrying out the day-to-day administrative tasks that support regulatory obligations, internal controls, and investor experience. This is a behind-the-scenes role that helps ensure we maintain trust, meet deadlines, and deliver on our promise of service excellence.

HOW DO WE WORK? As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

HOW DO YOU FIT IN? The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

Education & Certifications

• Post-secondary education is an asset but not required
• Canadian Securities Course (CSC) is considered a strong asset
• Willingness to complete the Dealing Representative course if required

Experience

• Minimum of 2 years of administrative experience required
• Experience in a financial institution, investment firm, or regulated industry is preferred
• Prior experience with investor documentation, compliance reporting, or CRM systems is an asset

Technical & Professional Skills

• Proficient in Microsoft Office Suite (Word, Excel, Outlook); strong formatting and spreadsheet skills required
• Experience with CRM or investor management systems preferred
• High degree of accuracy in document preparation, data entry, and proofreading
• Strong written and verbal communication skills with the ability to draft professional correspondence and reports
• Ability to work independently, prioritize effectively, and manage multiple deadlines
• Comfortable working with confidential information and applying discretion
• Strong organizational and time management skills; able to maintain structure and consistency in work

What You Will Be Doing Investor Relations Support – 65%

• Support Dealing Representatives with investor onboarding, including document preparation, data entry, and follow-up on outstanding items.
• Prepare and distribute investment documents, including subscription agreements, KYC forms, and other required disclosures.
• Complete investment closings and redemptions by preparing closing reports, Trade Approval Checklists, and consolidated Director’s Resolutions.
• Issue accurate and timely Trade Confirmations and maintain records in accordance with regulatory standards.
• Maintain investor information in internal systems and portals, ensuring accuracy and currency.
• Distribute quarterly performance statements and shareholder communications.
• Assist with the preparation and distribution of annual T5 slips in collaboration with Accounting.
• Generate monthly and quarterly internal fundraising and compliance reports.
• Coordinate and compile data for external reporting, including Statistics Canada and securities regulator surveys.

Compliance Support – 20%

• Ensure all compliance-related activities follow applicable laws (e.g., Real Estate Act, Securities Act, AML, Privacy Act).
• File accurate F1s for all investment purchases and maintain records.
• Prepare and submit the CSA Monthly Suppression of Terrorism and Sanctions Report.
• Maintain up-to-date working knowledge of compliance requirements and how they align with internal policies.
• Assist with internal and external compliance reviews and audits (e.g., FINTRAC, ARA, UDP reviews).
• Maintain accurate compliance logs and monitor outstanding items.
• Carry out compliance-related administrative tasks assigned by the CCO and/or UDP

General Administrative Activities – 15%

• Maintain up-to-date procedure manuals related to all assigned tasks.
• Collaborate effectively with internal departments (Accounting, Underwriting, etc.) to ensure seamless investor and compliance processes.
• Contribute to continuous improvement by identifying gaps or inefficiencies in current workflows.
• Provide ad-hoc administrative support to the CCO as needed.

WHY CALVERT HOME MORTGAGE? Calvert Home Mortgage's mission is to be the most trusted mortgage lender in Canada so that our customers, investors and partners succeed and grow in thriving communities. We are a team of focused individuals who care about both our internal and external clients, and who serve each other by delivering the most timely and competitive service.

Imagine building a career you can be proud of, where doing things right is always the right thing to do and where everyone you work with will both support and inspire you. At Calvert, you will be respected for your unique skills and experience, encouraged to show up authentically every single day, and surrounded by some of the best in the industry to help you learn and grow.

WHAT WE OFFER: An opportunity to be a part of a culture committed to truly making a difference in the personal and financial success of others. We are an equitable employer offering a wide range of employee benefits, including a competitive salary, bonus program, opportunity for share ownership and extended health and dental benefits. Full training and support for the individual to be successful in this role will be provided.

For more information about Calvert Home Mortgage Investment Corporation, please visit our website at www.chmic.ca .

Please note that candidates applying for openings must be authorized to work in Canada. We thank all applicants in advance for their interest, however, only those selected for an interview will be contacted.