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Financial Wellness Specialist

2 months ago

Calgary, Alberta, Canada Accoravillage Full time
Financial Wellness Partner – Proposals 1

Bromwich+Smith is a leading provider of financial wellness services, and we are seeking a highly skilled Financial Wellness Partner to join our team.

The successful candidate will be responsible for administering Consumer Proposal files and resolving various proposal matters in a proactive manner. This will involve interacting with debtors, external stakeholders, and other team members to carry out the duties of this role.

Key Responsibilities:
  • Administer Consumer Proposal files in accordance with BIA and OSB Directives.
  • Document all Consumer Proposal Administration information according to BSI's Best Practices and guidelines.
  • Utilize the Proposal Administration dashboards to review estate files, track client performance, and monitor payment performance.
  • Follow up with debtor(s) on any Non-Sufficient Funds (NSFs), arrears, late or missed payments.
  • Verify all information in compliance with the Bankruptcy and Insolvency Act (BIA) and Privacy Act.
  • Deliver quality and timely general administration service on a daily and weekly basis.
Requirements:
  • High School Diploma/GED.
  • Basic understanding of relevant legislation such as the BIA.
  • Knowledge of Microsoft Office Suite of products and internet applications with a strong aptitude for learning new computer programs.
Preferred Qualifications:
  • Enrollment in the Insolvency Administrators Qualification Course.
  • 1 or more years of relevant work experience in insolvency.
  • Working knowledge of an Insolvency software or industry-specific software.
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.
  • Ability to work collaboratively with team members and others.
  • Operate with high attention to detail to meet or exceed team goals.

We offer a competitive salary, great benefits, and superior on-the-job training. If you are passionate about helping individuals rebuild their worth, we encourage you to apply.