Estate Manager

KAS Recruitment; Surrey; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in financial recovery is seeking an Estate Manager to provide compassionate guidance to clients navigating insolvency. This full-time role involves conducting consultations, offering advice on debt relief options, and collaborating with insolvency professionals. Ideal candidates will have strong interpersonal skills, attention to detail, and a commitment to ethical practices. Full training and professional development are provided, making it an excellent opportunity for growth in the financial recovery field.

Benefits

Full training provided

Ongoing professional development

Qualifications

• Experience in a client-focused administrative or advisory role.
• Knowledge of insolvency processes is a strong asset.

Responsibilities

• Conduct consultations and review meetings with clients.
• Offer advice on Consumer Proposals and bankruptcies.
• Maintain quality by reviewing documentation prepared by staff.

Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Organizational Abilities

Empathy

Job description

Full-Time | Client-Facing Role | Financial Recovery & Insolvency Services

We are seeking a compassionate and detail-oriented Estate Manager (also known as an Insolvency Administrator) to join a professional and supportive team focused on helping individuals navigate financial difficulty with dignity and respect. This is a key client-facing role where youll educate and guide clients through insolvency processes including Consumer Proposals and bankruptcies, while collaborating with insolvency professionals and contributing to a positive and ethical team culture.

Key Responsibilities :

Conduct initial consultations, review meetings, and sign-up appointments with clients.

Offer respectful, non-judgmental advice on Consumer Proposals, bankruptcies, and other debt relief options.

Develop strong working relationships with Licensed Insolvency Trustees and internal team members.

Delegate and assist in the preparation of insolvency filings and related documents.

• Maintain high standards of quality and accuracy by reviewing documentation prepared by administrative staff and providing constructive feedback.

Contribute to a culture of mentorship and professional growth by coaching and training new team members.

Stay informed and compliant with current insolvency legislation, including the Bankruptcy and Insolvency Act.

What You Bring :

Experience in a client-focused administrative or advisory role

Knowledge of insolvency processes is a strong asset

Excellent interpersonal and communication skills

High level of professionalism, empathy, and ethical integrity

Strong attention to detail and organizational abilities

Willingness to support a team-oriented environment and ongoing learning

This is an excellent opportunity for someone passionate about helping others and looking to grow in the financial recovery and insolvency field. Full training and ongoing professional development are provided.