Administrator, Client Services (Insolvency Counsellor) - Doane Grant Thornton

Canadian Association of Insolvency and Restructuring Professionals; Edmonton, Calgary, Winnipeg, Toronto, Vancouver; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an empathetic and skilled Administrator for Client Services. In this pivotal role, you will provide invaluable support to clients navigating their financial challenges, ensuring they receive the guidance and assistance they need. Your responsibilities will include administering counselling sessions, assessing budget plans, and maintaining effective communication with clients and creditors. This position offers a unique opportunity to make a meaningful impact in the lives of individuals while working within a dynamic and supportive team environment. If you possess strong analytical skills and a passion for helping others, this role is perfect for you.

Qualifications

• Registered or completed Practical Course on Insolvency Counselling from CAIRP.
• Exceptional interpersonal skills and high computer literacy.

Responsibilities

• Administer counselling sessions and assess clients' financial goals.
• Prepare and process required documentation as an Insolvency Counsellor.

Skills

Interpersonal Skills

Time Management

Analytical Skills

Communication Skills

Computer Literacy

Education

College Diploma in Business Administration

Practical Course on Insolvency Counselling

Estate Administrators Course

Tools

Microsoft Office

Job description

Administrator, Client Services (Insolvency Counsellor) - Doane Grant Thornton

Job Description / Duties

As an Administrator, Client Services [Insolvency Counsellor], your responsibilities will include:

1. Administer first and second counselling sessions to clients as required by the BIA
2. Assess clients’ budget plans and financial goals
3. Deliver an excellent and empathetic experience for clients
4. Complete counselling sessions by telephone, video, and in person when required
5. Travel to other offices to meet with clients, if required
6. Review applications and input data into our computer system
7. Prepare, process, and collect required documentation as an Insolvency Counsellor
8. Review monthly income and expense reports
9. Communicate with clients, creditors, and other third parties
10. Monitor the status and progress of debt relief options and filings
11. Perform other duties as required

Qualifications / Required Skills

Think you’ve got what it takes to be an Administrator, Client Services [Insolvency Counsellor]? Like the colour purple? Great. Here are a few more qualifications we’re hoping you can meet:

• Registered or completed Practical Course on Insolvency Counselling from CAIRP
• College diploma in Business Administration or a related field (preferred)
• Exceptional interpersonal skills to relate with clients and liaise with team members
• High computer literacy, including the ability to learn new programs; previous experience with Microsoft Office (Outlook, Excel, Word)
• Excellent time management and organizational skills
• Strong analytical and critical thinking skills
• Ability to work independently
• Completion of the Estate Administrators course is a plus
• Excellent verbal and written communication skills for in-person, phone, and virtual interactions

Additional Information

Link to job posting: Job Posting Link

Contact Information

Interested candidates should contact Areeba Khan from our Talent Attraction Team.
Email: [e-mail]
Telephone: [phone]

Employer Profile

Doane Grant Thornton LLP is a leading Canadian accounting and business advisory firm providing insolvency services across Canada. In partnership with Raymond Chabot Grant Thornton LLP, we have approximately 4,700 employees nationwide.