Document Preparation Specialist

2 weeks ago

Calgary, Alberta, Canada Bromwich+Smith Full time $50,000 - $80,000 per year

The Position

The Document Preparation Specialist provides high-level advanced administrative support to the Client Solutions Team. Reporting to the Financial Solutions Manager, the Document Preparation Specialist assists in the preparation of insolvency estate documents by performing a variety of tasks. The Document Preparation Specialists also performs administrative tasks, such as maintaining and organizing electronic files/records, conducts follow-up, along with other general administrative duties. The Document Preparation Specialist will be required to commit to a flexible schedule which may include shifts within the Company's hours of operation which are 6 a.m. to 8 p.m. MST, Monday – Saturday.

Key Accountabilities:

  • Compiles information, and drafts, prepares, and proofreads insolvency estate and administrative documents in accordance with best practices and the Bankruptcy and Insolvency Act (BIA).
  • Collects data and information from various sources including requesting reports and conducting searches in accordance with best practices and procedures.
  • Uses insolvency software, CRM, and electronic tools to prepare, collect and save documents and client information.
  • Verifies and logs the receipt of data, obtains any data that is missing, files court documents, and processes and issues garnishee letters.
  • Resolves minor processing problems; seeks assistance from supervisor or other appropriate staff for issues beyond immediate expertise.
  • Performs other related duties such as reception coverage for breaks and/or absences.

Education, Knowledge & Skills:

  • Post-secondary diploma in business, administration, or related field with a minimum 2 years' experience in administration, data entry or similar field.
  • Meticulous self-starter who enjoys working in a team environment, able to work independently, and is able to cope effectively under pressure with shifting priorities with many different team members.
  • Excellent and precise data entry and keyboarding skills with a minimum speed of 45 WRM.
  • Proficient in Microsoft Office Suite with an aptitude for learning new software.
  • Effective interpersonal and communication skills with the ability to maintain confidentiality of sensitive information.
  • Ability to organize and prioritize tasks.

Job Specific Competencies:

  • Delivers quality and timely service on a day-to-day basis.
  • Schedules required tasks in an operationally structured environment.
  • Works within a team setting (independently and collaboratively).
  • Exercises judgment to identify, diagnose and recommend solutions within the context of given rules.
  • Works collaboratively with team members and others.
  • Operates with high attention to detail to meet or exceed team goals.
  • Takes personal ownership and responsibility for the quality and timeliness of work commitment.
  • Continuous learner

 

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