Job Description

About Us

We are a dynamic and growing financial services firm specializing in mortgage financing, private lending, and home & auto insurance. Our relationship-focused approach to lending and insurance helps clients access tailored solutions for their financial needs. As we continue to grow, we are looking for a detail-oriented and experienced

Office

Manager/Bookkeeper

to lead our financial operations and ensure accurate, compliant, and insightful reporting across our companies.

Role Summary

This Manager will be responsible for managing and overseeing all financial functions across our mortgage, private lending, and insurance sectors. The candidate will handle end-to-end bookkeeping, regulatory reporting, lender agreements, licensing, and administrative financial analytics. Ideally you bring experience in lending bookkeeping and thrive in a highly regulated, multi-entity environment.

Key Responsibilities

Bookkeeping & Financial Management

Maintain accurate day-to-day bookkeeping for mortgage, private lending, and insurance aspects of the business Manage accounts payable, accounts receivable, bank reconciliations, and general ledger entries Oversee private lending trust accounting, interest tracking, investor payments, and loan disbursements Reconcile lender and broker commission statements

Reporting & Analytics

Prepare and analyze monthly financial and broker reports Generate management and operational reports for internal decision-making Track key financial metrics and identify trends to support business growth Create yearly budgets and goals for our various companies

Regulatory & Compliance

Prepare and submit regulatory paperwork to governing bodies Manage annual renewals and compliance filings for licenses (mortgage brokers, insurers, etc.) Ensure compliance with trust accounting and private lending regulations

Administrative Finance

Support the drafting, review, and execution of lender agreements Assist in insurance and mortgage license renewals and audits Liaise with external accountants and auditors as required

Payroll & Compliance

Cross-train with existing staff on payroll system & compliance requirements Provide back-up relief on heavy weeks and scheduled vacation time

Qualifications & Experience

Required:

3+ years experience in bookkeeping, accounting, or financial management Strong knowledge of accounting principles Proficiency in Quickbooks Proficiency with Excel Experience working in a regulated financial services environment High attention to detail and ability to manage multiple priorities Strong Excel and financial reporting and analysis skills You currently in Calgary or surrounding communities

Preferred:

Experience in

lending bookkeeping

(mortgage, private or institutional lending) Experience working with lender agreements and private lending structures Background in insurance and/or mortgage brokerage operations

Why Join Us?

Work in a collaborative, growing company with strong relationships Exposure to multiple facets of the financial services industry Opportunity to work in financial operations Become part of a fun, down-to-earth team that collaborates and supports its members
Job Type: Full-time

Pay: $22.00-$33.00 per hour

Expected hours: 37.5 per week

Benefits:

Casual dress Company events Dental care Extended health care On-site parking Paid time off Vision care
Application question(s):

Do you have any experience working in lending?
Experience:

Bookkeeping: 2 years (required) Office management: 2 years (preferred)
Location:

Calgary, AB T2H 1M7 (required)
Work Location: In person