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 effective 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.

📌 Document Preparation Specialist (Calgary)
🏢 Bromwich+Smith
📍 Calgary