What We Do:
As one of the fastest growing insolvency firms in Canada, Bromwich+Smith’s goal is to help an ever-greater number of Canadians find relief from debt. We love to work here because we love to help people. We are a professional organization with a purpose to alleviate the challenges of debt for Canadians. Importantly, we are not a collection agency, nor do we lend money to people; we work directly with clients and their creditors to solve client challenges.
What We Value:
At Bromwich+Smith, putting people first isn’t just an idea — it is embedded in our purpose and values and is central to our daily operations. This also means putting our employees first and supporting them. Our values include: People Come First, Committed in Heart and Mind, Succeed Together, Own It, Find a Better Way, and Do the Right Thing.
Job Title: Document Preparation Specialist
Location: Downtown Calgary (in-office)
Reports To: Manager, Document Compliance
Employment Type: Full-Time
What You'll Do
Summary
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.
Key Accountabilities
Document Preparation & Compliance
- 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
System & Data Management
- 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
Administrative Support
- 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
After E-File Support
- 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
Ideal Candidate Qualifications
Education
- Post-secondary education in Business Administration, Legal Administration, Office Administration, or a related field is preferred
Experience
- Experience in an administrative, document processing, legal, financial services, or insolvency environment
- Experience preparing detailed documentation and working with electronic records management systems
- Experience working in a regulated environment is considered an asset
Functional Competencies
- 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
Why Should You Apply?
You will be part of a growing and dynamic Insolvency firm.
We offer on-the-job training with opportunities for growth and professional development.
We offer a competitive base salary plus performance-based incentives.
We offer amazing health, dental, vision, and paramedical benefits, a generous Flexible Spending Account, and a company matching group savings program.
We have great time-off policies that include wellness days and paid vacation time.
To protect our people, brand, and assets, as part of our selection process, all candidates must clear a criminal background check.
B+S is an equal opportunity employer.
We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and a better experience for our clients. Whatever your identity, we will give your application fair consideration.
