Position: Financial Wellness Partner - Bankruptcy
Location: Calgary, AB
Type: Permanent, Full-time
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 are an organization of individuals with diverse skills, interests, cultural backgrounds + opinions that strengthen our collaborative team.
The Company: We are more than just licensed insolvency trustees. We help people through some of the most emotionally challenging points in their lives and assist them in rebuilding their worth.
+ We give our clients the advice, attention, and confidence to overcome financial obstacles.
+ We believe in treating everyone with grace + respect.
Bromwich+Smith has an exciting opportunity for a Financial Wellness Partner to join our Client Success and Service Delivery Team. The Financial Wellness Partner completes various administrative duties related to assisting clients through the process of bankruptcy and proposals while ensuring clients are served in a timely, compassionate, and expert manner. The Financial Wellness Partner will be part of an effective team built around a client-centric delivery model.
As a Financial Wellness Partner with Bromwich+Smith you will own the following:
+ Prepare the Client’s file with quality per documented BSI Best Practice for monitoring/administration of the estate.
+ Review and audit files in accordance with defined Best Practices to ensure the Client is compliant with his/her duties.
+ Prepare reports following legislative guidelines for the Licensed Insolvency Trustee and the Court.
+ Communicates with Clients to advise of changes to the Estate and next steps in the administration process.
+ Monitor payments made by the Client.
+ Accurately document and record notes of all Estate Administration information in Client files, according to BSI’s Best Practices and Guidelines.
Knowledge & Skills:
+ You completed post-secondary education in accounting, finance, business administration or related field.
+ You have at least 2 years of relevant experience in administration.
+ You completed, working towards, or prepared to enroll in the Insolvency Administrator Course.
+ You are proficient in the use of Microsoft Outlook, Word & Excel, and internet applications with a strong aptitude for learning new computer programs.
+ You have strong client service skills.
+ You are fluent in English, written and oral.
Nice To Have:
+ Experience in the insolvency industry or working knowledge of bankruptcy.
+ Working knowledge of an insolvency software or industry specific software.
+ Understanding of relevant legislation such as the Bankruptcy and Insolvency Act.
Job specific competencies:
+ Critical thinking to assess situations that require higher level intervention;
+ Sound judgement, excellent analytical and problem-solving skills;
+ Demonstrated excellent written and verbal communication skills to handle and respond to different situations;
+ Superior customer service skills when dealing with internal and external stakeholders;
+ Works collaboratively with team members and others;
+ Operates with high attention to detail to meet or exceed team goals
+ Accountability- takes personal ownership and responsibility for the quality and timeliness of work commitment;
+ Exceptional time management skills; strong ability to prioritize and manage competing deadlines;
+ Continuous learner Core
+ Integrity, Ethics & Honesty
+ Service oriented
+ Relationship builder
+ Positive attitude
Why Should You Apply?
+ You will be part of a growing and dynamic Insolvency firm with offices in Alberta, Saskatchewan, British Columbia, and Ontario.
+ We offer a competitive base salary with annual performance reviews and incremental increases.
+ We have great benefits that include wellness days, paid vacation time, extended health and dental plan, and company matching group saving program.
+ We offer on the job training with an opportunity for growth and professional development.
+ Bromwich+Smith strives to be a steward in our communities. The firm volunteers time and resources to organizations such as the Ronald McDonald House and various other charitable causes, walks, and fund-raising activities that benefit those in need in our community.
+ We are passionate about helping individuals to rebuild their worth!
How Should You Apply?
+ Send us your resume and cover letter through [email protected]
+ Tell us how your skills align with the minimum requirements of this position.
*We thank you for your interest in Bromwich+Smith. Only those candidates selected for an interview will be contacted.