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 (DPS) provides advanced administrative support to the Financial Solutions Team. This role is responsible for preparing insolvency estate documents, maintaining electronic records, and supporting administrative processes with a strong focus on accuracy, compliance, and efficiency. Working closely with internal systems and stakeholders, you will ensure all documentation meets regulatory and organizational standards.

Key Accountabilities

Document Preparation & Compliance

Compile, draft, prepare, and proofread insolvency estate and administrative documents
Ensure all documentation aligns with internal best practices and the Bankruptcy and Insolvency Act (BIA)
Collect and validate data from multiple sources, including conducting required searches and reports
System & Data Management

Use insolvency software, CRM systems, and electronic tools to manage and maintain client information
Verify and log receipt of required data; follow up on missing or incomplete information
File court documents and prepare or issue garnishee letters as required
Administrative Support

Resolve minor processing issues and escalate more complex matters as needed
Provide reception coverage during breaks or absences as required
Support general administrative functions and complete additional duties as assigned
After E-file Support

Resolve issues related to missing creditor packages and escalate when necessary
Prepare garnishment packages and distribute to creditors
Ensure post-filing documentation is complete, accurate, and compliant
Ideal Candidate Qualifications

Education

High school diploma or equivalent required
Post-secondary education in business, administration, or a related field is an asset
Experience

Experience in administrative, document processing, or financial services environments
Experience in insolvency or familiarity with the BIA is an asset
Experience working with CRM systems or document management tools preferred
Functional Competencies

Strong attention to detail and accuracy in document preparation
Excellent organizational and time-management skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Strong written communication and proofreading skills
Comfortable learning and using new systems and software
Problem-solving skills with the ability to escalate appropriately
Collaborative mindset with a strong sense of accountability
Why Should You Apply?

Be part of a growing and dynamic insolvency firm
On-the-job training with opportunities for growth and professional development
Competitive base salary plus performance-based incentives
Comprehensive health, dental, vision, and paramedical benefits
Generous Flexible Spending Account and company matching group savings program
Strong time-off policies including wellness days and paid vacation
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 creates a better work environment and a better experience for our clients. Whatever your identity, we will give your application fair consideration.

Work Location: In person