About CH Financial

CH Financial is a growing, integrated wealth management firm built around a simple idea: our clients should be able to make the important financial decisions in their lives with the right people around the table.

For more than 20 years, we have built trusted relationships with individuals, families, and business owners. Today, our team brings together investment management, financial planning, insurance and estate planning, and personal and corporate tax services to provide clients with coordinated advice across their financial lives.

We are also building for what comes next.

Our vision is to create a firm that delivers an exceptional client experience while being an exceptional place to work. That means continuing to grow, investing in our people, challenging the way things have always been done, and holding ourselves to high standards in how we serve our clients and work with one another.

Working at CH means being part of a team that cares about doing great work and getting better at it. We value people who take ownership, contribute ideas, support one another, and understand that every role has an impact on the experience we create.

We are looking for an Office Coordinator who wants to be part of that.

The Role

The Office Coordinator is often the first person our clients, guests, and partners interact with and plays an important role in setting the tone for their experience with CH.

This is more than a reception role. You will be at the centre of our Calgary office, helping create an environment that feels welcoming, professional, organized, and distinctly CH. You will support our clients, our team, and the day-to-day details that allow the office to operate at a high level.

The right person notices what needs to be done, takes pride in the details, and genuinely enjoys making things easier and better for the people around them.

What You’ll Do

Create an Exceptional Client Experience

- Welcome clients, guests, and partners warmly and professionally, creating a great first impression of CH.
- Anticipate client needs and help create a polished, comfortable, and thoughtful experience from the moment someone walks through our doors.
- Answer phone calls and general emails with professionalism, warmth, and a strong service mindset.
- Ensure reception, meeting rooms, and shared spaces are organized, welcoming, and client-ready.




- Receive deliveries and manage incoming and outgoing mail and courier packages.
- Handle client information with discretion and maintain confidentiality at all times.

Keep the Office Running Smoothly

- Take ownership of the day-to-day organization and presentation of the Calgary office.
- Monitor office supplies, maintain inventory, and coordinate ordering and restocking.
- Assist with document preparation, scanning, filing, data entry, and records management.
- Update and maintain accurate client information in our CRM.
- Maintain electronic and physical records in accordance with company procedures.
- Support scheduling, calendars, meeting logistics, room bookings, catering, and refreshments.
- Identify the small things that could work better and help improve how we operate.
- Support the Team
- Provide administrative support across departments and help with special projects as needed.
- Assist with internal meetings, team events, client appreciation events, and community initiatives.
- Monitor and distribute general email inquiries and help ensure requests get to the right person.
- Support document collection, processing, and client information updates.
- Be willing to jump in when something needs to get done. At CH, we care more about solving the problem than whose job description it falls under.

What You Bring

- 2–3 years of relevant experience in an office, reception, administrative, hospitality, or client service environment.
- Exceptional client service skills and a warm, confident, and professional communication style.
- Strong organizational skills and attention to detail.
- The ability to manage competing priorities and stay composed in a busy environment.
- Sound judgment and an understanding of when to take initiative and when to ask questions.
- Strong interpersonal skills and a genuine desire to help others.
- Proficiency with Microsoft Office. Salesforce experience is an asset.
- Clear and qualified written and verbal English communication skills.




- Reliability, punctuality, and consistency.
- An interest in learning about wealth management and growing your skills over time.

You’ll Thrive at CH If You...

- Take ownership. You don't wait for someone else to notice what needs to be done.
- Care about the details. You understand that small things often make the biggest difference in someone's experience.
- Have high standards. "Good enough" isn't your default, and you take pride in the quality of your work.
- Like being part of a team. You are willing to help, communicate openly, and contribute beyond the boundaries of your own role.
- Are comfortable with growth and change. We are continually improving how we work, and we want people who are excited to help build what comes next.
- Are genuinely service-minded. Whether you're helping a client, a colleague, or a visitor, you want people to walk away feeling well taken care of.
- Want to grow. You are curious, open to feedback, and interested in developing new skills and taking on more responsibility over time.

Why CH?

We are proud of what CH has built, and we are even more excited about where we are going.

Joining CH means becoming part of a growing organization where your contribution is visible and your role matters. You will work alongside experienced professionals across investments, financial planning, insurance, tax, and operations while gaining exposure to how an integrated wealth management firm operates.

We want CH to be a place where talented people can build meaningful careers, do work they are proud of, and have some fun along the way.

We offer:

- Competitive compensation and a comprehensive benefits package.
- RRSP matching after your first year.
- Health Spending Account.
- Employer-paid parking support.
- Paid vacation, personal time off, and volunteer days.
- Team events, social activities, and opportunities to give back to our community.
- Exposure to multiple areas of the wealth management industry.
- Opportunities to learn, develop, and grow within CH.

If you are someone who takes pride in creating a great experience, likes being the person others can count on, and wants to grow with an ambitious team, we'd love to meet you.

To apply, please submit your resume, cover letter, and salary expectations to [email protected].

📌 Office Coordinator (Calgary)
🏢 CH Financial
📍 Calgary