Document Preparation Specialist

Job Title: Document Preparation SpecialistLocation: Downtown Calgary (in-office)Reports To: Manager, Document ComplianceEmployment Type: Full-Time What You'll Do Summary The Document Preparation Specialist (DPS) provides advanced administrative support to the Financial Solutions Team by preparing and managing insolvency estate documentation throughout the client file lifecycle. This role is responsible for drafting, reviewing, and processing insolvency-related documents while ensuring accuracy, compliance, and adherence to regulatory requirements. Working closely with Insolvency Advisors, Licensed Insolvency Trustees, and internal support teams, the DPS plays a critical role in delivering an efficient and compliant client experience. Key Accountabilities Document Preparation & Compliance Compile, draft, prepare, and proofread insolvency estate and administrative documents Ensure all documentation complies with internal standards, industry best practices, and the Bankruptcy and Insolvency Act (BIA) Gather information from multiple sources and complete required searches, reports, and supporting documentation Maintain accuracy and attention to detail throughout the document preparation process System & Data Management Utilize insolvency software, CRM platforms, and electronic tools to manage client information and documentation Verify the completeness and accuracy of received information and follow up on outstanding items Maintain organized electronic records and ensure proper document retention practices File court documents and issue garnishee letters as required Administrative Support Resolve routine processing issues and escalate more complex matters when appropriate Support internal teams by providing administrative assistance and process guidance Provide reception coverage during breaks or absences as required Perform additional administrative duties and special projects as assigned After E-File Support Resolve missing creditor package processing issues and coordinate appropriate follow-up actions Prepare and distribute garnishment packages to creditors Support post-filing administrative activities to ensure timely and accurate file progression Ideal Candidate Qualifications Education Post-secondary education in Business Administration, Legal Administration, Office Administration, or a related field is preferred Experience Experience in an administrative, document processing, legal, financial services, or insolvency environment Experience preparing detailed documentation and working with electronic records management systems Experience working in a regulated environment is considered an asset Functional Competencies Exceptional attention to detail and commitment to accuracy Strong organizational and time-management skills with the ability to manage competing priorities Proficiency with Microsoft Office applications and database systems Ability to learn and navigate specialized insolvency software and CRM platforms Strong written communication and proofreading skills Problem-solving skills and the ability to identify and resolve routine issues independently Collaborative mindset with a commitment to supporting team success Ability to maintain confidentiality and handle sensitive information with professionalism