Document Preparation Specialist

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.

The Opportunity

Job Title: Document Preparation Specialist

Location: Downtown Calgary

Reports To: Manager, Document Compliance

Employment Type: Full-Time

What You'll Do

Summary

The Document Preparation Specialist provides advanced administrative and document support to the Financial Solutions team. This role is responsible for preparing insolvency estate documents, maintaining electronic records, and ensuring all documentation meets regulatory, legal, and internal compliance standards. Working with internal systems and tools, the Specialist ensures accuracy, timeliness, and quality throughout the insolvency process.

Key Accountabilities

Document Preparation & Compliance

• Compile, draft, prepare, and proofread insolvency estate and administrative documents
• Ensure all documents comply with the Bankruptcy and Insolvency Act (BIA) and internal best practices
• Collect information from multiple sources and conduct required searches and reports

System & Data Management

• Use insolvency software, CRM, and electronic tools to manage and maintain client records
• Verify and log incoming documentation and follow up on missing or incomplete information
• File court documents and issue garnishee letters as required

Administrative Support

• Resolve minor processing issues and escalate complex matters when required
• Provide reception coverage during breaks or absences when needed
• Perform other administrative duties as assigned

After E-File Support

• Resolve missing creditor package issues and escalate complex items when required
• Prepare garnishment packages and send to creditors

Ideal Candidate Qualifications

Education

• Post-secondary education in business, administration, legal studies, or a related field preferred
• Willingness to enroll in or complete the Insolvency Administration Course

Experience

• Experience in administrative, legal, financial, or document processing roles
• Experience working in regulated or compliance-driven environments is an asset

Functional Competencies

• Strong attention to detail and accuracy
• Ability to work with multiple systems and electronic filing tools
• Strong organization and time-management skills
• Clear written and verbal communication
• Ability to follow procedures while identifying opportunities to improve processes
• Professionalism and discretion when handling confidential information

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 salary with annual performance reviews and incremental increases.

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.