Document Preparation Specialist
Bromwich+Smith•Calgary, AB
•Onsite
About The Position
The Document Preparation Specialist (DPS) provides advanced administrative support to the Financial Solutions Team. This role is responsible for preparing insolvency estate documents, maintaining electronic records, and performing various administrative tasks. Working closely with internal systems and tools, the Specialist ensures accuracy, compliance, and efficiency in document handling.
Responsibilities
- Compile, draft, prepare, and proofread insolvency estate and administrative documents.
- Ensure all documentation aligns with best practices and the Bankruptcy and Insolvency Act (BIA).
- Collect data from various sources and conduct necessary searches and reports.
- Use insolvency software, CRM, and electronic tools to manage client information.
- Verify and log receipt of data; follow up on missing information.
- File court documents and issue garnishee letters as required.
- Resolve minor processing issues; escalate complex matters as needed.
- Provide reception coverage during breaks or absences as needed.
- Perform other administrative duties as assigned.
- Resolve missing creditor package processing issues; escalate complex matters as needed.
- Create Garnishment packages and send to creditor.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
