Job Summary

​​The Level II, Financial Wellness Partner (FWP) – Bankruptcy is responsible for administering bankruptcy files and resolving related matters in accordance with established procedures and regulatory requirements. This role involves frequent interaction with clients and internal team members to ensure accurate, timely, and compliant estate administration. The FWP leverages dashboards, insolvency software, and best practices to monitor client performance and support successful discharges.​

Key Accountabilities

**Accountability 1:**​Estate Administration​

​​Adhere to the Bankruptcy and Insolvency Act (BIA) and OSB directives for estate compliance and reporting.

​Document estate administration activities in line with B+S’s best practices.

​Use dashboards to track estate progress, client performance, and discharge readiness.

​Monitor client payments and follow up on NSFs, arrears, and missed payments.

​Guide clients on income reporting and surplus income calculations.

​Communicate changes and next steps in the estate process to clients.

​Request and follow up on outstanding or incomplete client information.

​Escalate unresolved or complex issues to Level III FWP, Team Lead, or Manager.

​Ensure all information is verified and compliant with BIA and the Privacy Act.

​Conduct estate reviews at key checkpoints to ensure client compliance.

​Communicate with clients, creditors, trustees, and the OSB.​

**Accountability 2:**​File Administration​

​​Process client information using insolvency software.

​Prepare and maintain estate files according to B+S’s documentation standards.​

This job may also be required to complete other duties as assigned.

Value to the Organization

Rank Contributes To Key Performance Indicators

​​Do The Right Thing​ ​​Taking extra time to explain options to a client in distress​.

​​Own It​

​​Admitting a mistake in a client file, correcting it, and sharing the lesson with the team.

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​​People Come First​ ​​Noticing a colleague is overwhelmed and offering to help with their workload. ​

​​Succeed Together​ Sharing best practices in a team meeting to improve collective performance.

​​Committed In Heart and Mind​ Enrolling in extra training to better support clients.

​​Find A Better Way​ ​​Suggesting a workflow automation that saves hours of manual work. ​

Communication & Working Relationships

Internal Interactions

Key Departments Suggested Roles Examples of Interaction

​​Trustee​

Licensed Insolvency Trustee

​​Discuss client cases, clarify processes to ensure compliance with BIA.

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​​Back-end administration ​ POC Specialist, Tax Specialist, FSRD Specialist ​​Requests for notices, clarifying asset issues to assist in closing files. ​

External Interactions

Key Groups Examples Examples of Interaction

​​Creditors ​ ​​Canada Revenue Agency​ ​​Creditor inquiries regarding status of files, bankrupt conduct issues or oppositions to discharge.​

​​Governing bodies ​

OSB

​​OSB inquiries regarding status of files, bankrupt conduct, examinations, mediation requests and opposition to bankrupt discharge.