Business Development & Marketing Administrative Assistant
Position Title: Business Development & Marketing Administrative Assistant
Position reports to: Head, Business Development
Position status: Full-Time
Position category: Permanent
Location: Calgary, Alberta
Work hours: Monday – Friday 8am – 5pm (40 hours/week, in office)
Join a Team That Puts People First!
At Calvert Home Mortgage (CHMIC), we do things differently. As a full-service alternative mortgage investment firm, we don’t just fund mortgages—we empower homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage.
We are on a mission to become Canada’s most trusted lending solution, and we do that by putting people first, always doing the right thing, and building real relationships—because at the end of the day, relationships matter more than transactions.
Simply put, our team is the best in the business. Our expertise is second to none, but it’s our caring, people-first approach that truly sets us apart. Founded on the principle of “kitchen table lending,” we take the time to listen, educate, and find the right solutions for our clients—something that, in our experience, isn’t always the norm.
We’re Growing! Join Us as a
Business Development & Marketing Administrative Assistant
We’re looking for a Business Development & Marketing Administrative Assistant to join our team and be part of an exciting, growth-focused company that truly cares about its employees. At Calvert Home Mortgage, our culture is built on the foundation of our core values: Service, Trust, Education, People, and Solutions. These aren’t just words to us—they guide everything we do, from how we serve our clients to how we support our team. We believe in fostering a positive, collaborative, and rewarding work environment where you can thrive, contribute, and grow with us for the long term.
Why You'll Love Working at Calvert
ü Competitive Salary & Bonus Program – Your hard work pays off!
ü Share Ownership – Be a part of our success.
ü Extended Health & Dental Benefits – Comprehensive coverage for you and your family, including access to a Health Care Spending Account up to $4,000!
ü Work-Life Balance – Enjoy a location that avoids the downtown commute.
ü On-Site Fitness Facility – Work hard, stay healthy.
ü Free Parking – No stress, no extra costs.
At Calvert Home Mortgage, you’ll be more than just an employee—you’ll be part of a tight-knit team that values you, supports you, and celebrates your success. If you’re ready to build a career where your work truly makes an impact, we’d love to hear from you.
WHAT’S THE BIG IDEA?
As our Business Development & Marketing Administrative Assistant, you’ll be the behind-the-scenes powerhouse that keeps our client acquisition efforts running smoothly. From planning events and managing expenses to maintaining project pipelines and CRM data, you’ll support the team in delivering high-impact marketing and business development initiatives. If you're highly organized, tech-savvy, and love bringing order to chaos, this is your chance to join a fast-paced team where your attention to detail and proactive mindset will directly support growth and innovation.
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?
Experience & Education:
ü Minimum 1 year of experience in an administrative or support role, preferably in finance or underwriting.
ü High school diploma required; post-secondary education is an asset.
ü Proficiency in Microsoft Office Suite (Outlook, Powerpoint, Excel specifically)
Skills & Competencies
ü Organizational Skills: Manage multiple tasks and deadlines, maintain orderly file systems
ü Attention to Detail: Ensure data accuracy in CRM entries, reports, and billing documents.
ü Time Management: Prioritize tasks effectively to meet tight schedules for events and reporting.
ü Communication: Write clear, professional correspondence and summaries; liaise with brokers and internal teams.
ü Tech Proficiency: Demonstrate comfort with CRM platforms (e.g., Pipeline CRM), Microsoft Office suite, video‑conference tools, and third‑party vendor applications.
ü Teamwork: Work collaboratively with Business Development, Underwriting, Marketing, and Operations teams.
ü Problem‑Solving: Identify process bottlenecks in administrative workflows and recommend solutions.
WHAT YOU WILL BE DOING
Event Coordination & Logistics - 30%
Source venues and manage registrations for conferences, webinars, and lunch & learns.
Arrange catering, and materials.
Compile attendee lists and distribute reminders.
Track event budgets and post-event feedback.
Meeting Management & Minutes - 15%
Draft and circulate meeting agendas in advance
Attend internal department meetings and record detailed minutes
Highlight action items, owners, and deadlines
Follow up on outstanding items to closure
Expense Management & Reconciliation - 15%
Collect, review, and submit expense reports for team members
Coordinate vendor invoice approvals and payments
Maintain expense logs and flag discrepancies
Project Tracking & Opportunity Pipeline - 15%
Maintain an up-to-date tracker of BD initiatives
Monitor progress against milestones and escalate delays
Summarize key project statuses for weekly team review
CRM & Data Support - 10%
Enter and update broker, lead, and deal information
Ensure data cleanliness by identifying duplicates or gaps
Communication, Special Projects & Process Improvement – 15%
Draft and send follow‑up emails, thank-you notes, and meeting recaps
Manage standardized email templates and update as needed
Coordinate email cadences and newsletter mailings
Lead administrative pilots such as new CRM features or workflow templates
Document current processes and propose efficiency enhancements
Assist with cross-functional initiatives and ad-hoc BD and Marketing requests
What Success Looks Like in This Role:
ü Well-organized and thorough coordination of role activities
ü High customer service standards with positive feedback.
ü A collaborative team player who contributes to best practices and improvements.
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.