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Financial Wellness Partner – Proposals 2

Bromwich+Smithabout 1 month ago
Calgary, AB
Mid Level
Full-time

Top Benefits

On the job training
Opportunity for growth and professional development
Competitive salary with annual performance reviews

About the role

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.

The Position

The Financial Wellness Partner – Proposals, Level II, administers Consumer Proposal files, analyzes, and resolves various proposal matters in a proactive manner utilizing established department procedures. Interaction with debtors, external stakeholders, and other team members is required frequently to carry out the duties of this role. Level II FWP is the subject matter expert for Level I team members who require general guidance or guidance on routine questions. More complex questions and solutioning are directed to the Level III FWP.

Key Accountabilities

  • Adhere to BIA and OSB Directives relating to the administration of Div II Consumer Proposals regarding compliance of filing/reporting deadlines.
  • Document all Consumer Proposal Administration information according to BSI’s Best Practices and guidelines.
  • Utilize the Proposal Administration dashboards to review estate files, track client performance, completion and readiness for discharge or annulment.
  • Monitor clients’ payment performance and follows up with debtor(s) on any Non-Sufficient Funds (NSFs), arrears, late or missed payments.
  • Follow due diligence i.e. verify all information in compliance to the Bankruptcy and Insolvency Act (BIA) and Privacy Act.
  • Provide subject matter expertise to their Level I members as required.
  • Other duties as assigned.

Education, Knowledge & Skills:

  • Enrollment in or Completion of the Insolvency Administrators Qualification Course
  • Post-Secondary Diploma in related field is an asset
  • 1 - 2 years of relevant work experience in insolvency
  • Understanding of relevant legislation such as the BIA
  • Excellent communication skills.
  • Working knowledge of an Insolvency software or industry specific software.
  • Knowledge of Microsoft Office Suite of products and internet applications with a strong aptitude for learning new computer programs.

Why Should You Apply?

  • You will be part of a growing and dynamic Insolvency firm.
  • We offer on the job training with an opportunity 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 plan along with 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.

About Bromwich+Smith

Non-profit Organizations
51-200

OUR PURPOSE

The purpose of Bromwich & Smith Inc. is to relieve the overwhelming financial burden individuals are experiencing in accordance with Canadian legislation. Bromwich+Smith is an Eco-friendly organization that is committed to making a positive impact on the lives of those we assist, employ & do business with by:

• Treating everyone with grace and respect • Providing impartial & unbiased information and commentary • Fostering the diversity of individual perspectives • Providing a library of resources to support continuous personal growth & understanding

OUR CORE VALUES

  • We operate with the highest level of integrity, ethics & honesty in all aspects of what we do

  • We strive to earn the trust of our stakeholders with every interaction we have with them

  • We develop long term relationships based on knowledge & understanding through a caring & sensitive approach

  • We are adaptable & embrace change for the betterment of all stakeholders

  • We recognize & encourage individual responsibility as the means of empowerment

  • We are an organization of individuals with diverse skills, interests, cultural backgrounds & opinions that strengthen our collaborative team

Website: www.bromwichandsmith.com Toll Free: 1-855-884-9243