Estate/Insolvency Administrator

Job Title: Level II, Financial Wellness Partner (FWP) – Bankruptcy
Location: Downtown Calgary or Remote
Reports To (Title): Manager, Bankruptcy Services

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 best practices.
• Use dashboards to track estat...