Document Preparation Specialist

Bromwich+Smith • Calgary, AB

2d • Onsite

About The Position

The Document Preparation Specialist (DPS) provides advanced administrative support to the Financial Solutions Team by preparing and managing insolvency estate documentation throughout the client file lifecycle. This role is responsible for drafting, reviewing, and processing insolvency-related documents while ensuring accuracy, compliance, and adherence to regulatory requirements. Working closely with Insolvency Advisors, Licensed Insolvency Trustees, and internal support teams, the DPS plays a critical role in delivering an efficient and compliant client experience.

Requirements

• Experience in an administrative, document processing, legal, financial services, or insolvency environment
• Experience preparing detailed documentation and working with electronic records management systems
• Exceptional attention to detail and commitment to accuracy
• Strong organizational and time-management skills with the ability to manage competing priorities
• Proficiency with Microsoft Office applications and database systems
• Ability to learn and navigate specialized insolvency software and CRM platforms
• Strong written communication and proofreading skills
• Problem-solving skills and the ability to identify and resolve routine issues independently
• Collaborative mindset with a commitment to supporting team success
• Ability to maintain confidentiality and handle sensitive information with professionalism
• Must clear a criminal background check

Nice To Haves

• Post-secondary education in Business Administration, Legal Administration, Office Administration, or a related field is preferred
• Experience working in a regulated environment is considered an asset

Responsibilities

• Compile, draft, prepare, and proofread insolvency estate and administrative documents
• Ensure all documentation complies with internal standards, industry best practices, and the Bankruptcy and Insolvency Act (BIA)
• Gather information from multiple sources and complete required searches, reports, and supporting documentation
• Maintain accuracy and attention to detail throughout the document preparation process
• Utilize insolvency software, CRM platforms, and electronic tools to manage client information and documentation
• Verify the completeness and accuracy of received information and follow up on outstanding items
• Maintain organized electronic records and ensure proper document retention practices
• File court documents and issue garnishee letters as required
• Resolve routine processing issues and escalate more complex matters when appropriate
• Support internal teams by providing administrative assistance and process guidance
• Provide reception coverage during breaks or absences as required
• Perform additional administrative duties and special projects as assigned
• Resolve missing creditor package processing issues and coordinate appropriate follow-up actions
• Prepare and distribute garnishment packages to creditors
• Support post-filing administrative activities to ensure timely and accurate file progression

Benefits

• On-the-job training
• Opportunities for growth and professional development
• Competitive base salary
• Performance-based incentives
• Health benefits
• Dental benefits
• Vision benefits
• Paramedical benefits
• Generous Flexible Spending Account
• Company matching group savings program
• Wellness days
• Paid vacation time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree