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Financial Wellness Specialist

2 months ago

Calgary, Alberta, Canada Accoravillage Full time
Job Title: Financial Wellness Partner

We are seeking a highly skilled and motivated Financial Wellness Partner to join our team at Bromwich+Smith. As a key member of our team, you will play a critical role in helping individuals rebuild their financial well-being.

Key Responsibilities:
  • Administer bankruptcy files and analyze various bankruptcy matters in a proactive manner.
  • Interact with clients and team members to carry out the duties of this role.
  • Adhere to BIA and OSB Directives relating to the administration of Bankruptcy Estates.
  • Document all Estate Administration information according to BSI's Best Practices and guidelines.
  • Prepare reports following legislative guidelines for the Licensed Insolvency Trustee and the Court.
  • Coordinate with various courthouses to schedule monthly court dates and hearings.
  • Process client information using applicable insolvency software.
  • Make recommendations to the Trustee with relation to a Bankrupt's discharge.
  • Provide and receive information from various stakeholders.
Requirements:
  • Post-Secondary Diploma or Degree in a related field.
  • Completion or working towards completing the Insolvency Administrator Qualification Course.
  • Two or more years of relevant work experience in either Insolvency, Finance, Credit counseling or Legal areas.
  • Knowledge of Microsoft Office Suite of products and internet applications with a strong aptitude for learning new computer programs.
  • Working knowledge of an Insolvency software or industry specific software.
What We Offer:
  • Competitive pay.
  • Great Benefits - wellness days, group benefits, flexible spending, and matching group savings.
  • Superior on the job training.