Job Title: ​​Document Preparation Specialist​

Location: ​​​Downtown Calgary​​

Reports To (Title): ​​Manager, Document Compliance​

Last Updated/Reviewed: ​​7/21/2025​

Job 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 performing various administrative tasks. Working closely with internal systems and tools, the Specialist ensures accuracy, compliance, and efficiency in document handling.​

Key Accountabilities

Accountability 1: ​Document Preparation & Compliance​

​​Compile, draft, prepare, and proofread insolvency estate and administrative documents.

​Ensure all documentation aligns with best practices and the Bankruptcy and Insolvency Act (BIA).

​Collect data from various sources and conduct necessary searches and reports.​

Accountability 2: ​System & Data Management​

​​Use insolvency software, CRM, and electronic tools to manage client information.

​Verify and log receipt of data; follow up on missing information.

​File court documents and issue garnishee letters as required.​

Accountability 3: ​Administrative Support ​

​​Resolve minor processing issues; escalate complex matters as needed.

​Provide reception coverage during breaks or absences as needed.

​Perform other administrative duties as assigned.​

Accountability 4: ​After E-file Support ​

​​Resolve missing creditor package processing issues; escalate complex matters as needed.

​Create Garnishment packages and send to creditor.​

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

Value to the Organization

Rank Contributes To Key Performance Indicators

​​Committed In Heart and Mind​ Enrolling in the Insolvency Administration Course to uphold compliance in the documents we handle.

​​Do The Right Thing​ ​​Promote integrity by ensuring we always act in our clients' best interests, even when it's not easy.​

​​People Come First​ ​​Celebrate team wins and recognizing individual contributions​

​​Succeed Together​ ​​Collaborate with the Insolvency Advisor team to ensure the process is consistently efficient.​

​​Find A Better Way​ ​​Pilot a better way to input more efficiently or to ensure compliance.​

​​Own It​ ​​Admitting a mistake, correcting it, and sharing the lesson with the team.​

Communication & Working Relationships

Internal Interactions

Key Departments Suggested Roles Examples of Interaction

Financial Solutions ​​Insolvency Advisors​ ​​Consistent open dialogue on what is needed to be more efficient on file preparation.​

​​​Licensed Insolvency Trustees​​ LIT ​​Reach out to ensure the prepared documents are up to OSB standards if unsure of a process.​

External Interactions

Key Groups Examples Examples of Interaction

​​Creditors​ CRA ​​Sending garnishments and creditor packages to affected parties.​

​​Payroll​ HR of client ​​Sending stop garnishment requests.