Licensed Insolvency Trustee

Fuller Landau LLP; Toronto; On-site; CAD 120,000 - 150,000; Full time

Benefits offered by this job

Bonus potential

Hybrid work schedule

Summer PTO

Group RRSP & Benefits

CPA designation mentorship

Wellness program

Job summary

Fuller Landau LLP in Toronto is seeking a Licensed Insolvency Trustee to manage our Consumer Insolvency practice. The successful candidate will handle files from sign up through discharge and report to leadership. The role focuses on new and existing client management in a hybrid work environment.

This position requires independent administration including sign ups, banking, and related tasks. Court filings, debtor communications, and collaboration with creditors are essential, with a

Qualifications

• Licensed Insolvency Trustee with consumer insolvency experience and independent file management from sign up to discharge.
• Experience operating independently without large support for sign ups, banking and admin work.
• Experience supervising or mentoring team members is an asset.

Responsibilities

• Manage full administration of consumer bankruptcy estates from sign up to discharge (CP, PB) using Ascend.
• Prepare documents for sign up, including electronic signatures.
• Electronic filing of documents to OSB and court filings as needed.
• Oversee asset administration and distributions; manage bank reconciliations and reports.
• Provide guidance on complex files and escalate issues when needed.
• Mentor team members supporting file administration.

Skills

Detail oriented

Organizational skills

Written communication

Verbal communication

Interpersonal skills

Microsoft Office

Learn new software

Multi-tasking

Education

Licensed Insolvency Trustee (LIT)

Estate Administrators Certificate (CIRP)

BIA Counselling Designation

College Diploma in Business/Administration

Tools

Ascend

Job description

Job title: Manager/Senior Manager, Consumer Insolvency (Licensed Insolvency Trustee)
Location: Toronto office, Hybrid

Job vacancy status: Existing vacancy

Compensation range: $120,000-$150,000

Join Fuller Landau

You’ll be part of a collaborative team that supports your success and welcomes your ideas and ambition. Our professional commitment is also personal.

Position Summary:

We are seeking a Licensed Insolvency Trustee to manage our Consumer Insolvency practice. The successful candidate will manage files independently from sign up through to discharge and will report directly to the leadership of the practice. The successful candidate will be expected to focus their time on new and existing file and client management.

This role is best suited to a candidate with experience managing the full administration process independently, including sign ups, banking, and administrative work.

Major Responsibilities

• Managing the full administration of consumer bankruptcy estates from sign up through to discharge (CP, PB) using Ascend
• Reviewing files to determine whether all necessary documents are in hand to ensure seamless administration
• Preparing all documents for sign up of new files, including arranging for electronic signatures
• Electronic filing of documents to the OSB
• Overseeing asset administration of both secured and unsecured assets, and realization of assets
• Completing seven-month file reviews
• Consolidated Trust and Estate Account bank reconciliations and completion of bank reports pursuant to OSB directive
• Interim and final distributions
• Bankrupt and Trustee Discharge applications
• Drafting section 170 reports
• Preparing automatic discharge certificates
• Preparing court documents, including the Trustee's Supplementary Report and draft orders, and representing the estate at court appearances as the Trustee
• Sending out revised notices of discharge
• Communicating with bankrupts, debtors, counsel and creditors in writing, by telephone, and where necessary, in person
• Requesting and following up on debtor examination requests
• Supervising and mentoring team members supporting file administration, where applicable
• Providing guidance on complex or contentious files and identifying issues requiring escalation
• Other duties as may be required

Education

• Licensed Insolvency Trustee (LIT) designation, required
• Estate Administrators Certificate (CIRP)
• BIA Counselling Designation
• College Diploma in Business or Administration

Qualifications/Experience

• Licensed Insolvency Trustee with experience in a consumer insolvency firm, including independent management of files from sign up through to discharge
• Demonstrated experience operating independently, without reliance on a large support team for sign ups, banking, and administrative work
• Experience supervising or mentoring team members is an asset
• Ascend experience an asset
• Extremely detail oriented
• Strong organizational skills to multi-task and manage a busy workload
• Computer skills to use Microsoft Office (Outlook, Excel, Word)
• Analytical skills to analyze account activity
• Strong written communication, spelling, grammar and proofreading/editing skills to compose letters, memos, and reports
• Strong verbal communication skills to speak effectively with debtors, creditors, staff and other third parties
• Interpersonal skills to work well with team members, staff and clients
• Ability to learn new software quickly

What we offer

• A competitive compensation package, including an annual performance-based bonus
• Balance your work and personal life through flexible hours and hybrid working
• Additional paid time off during the summer
• A comprehensible and competitive group RRSP and Benefits plan
• Commitment to your career development with clearly defined career roadmaps
• Mentorship and support to any team member pursuing their CPA designation
• Rigorous and ongoing training that’s customized to your interests, as well as extensive ongoing education to keep you up to date on the latest industry information
• Various committees to celebrate and support the interests of our team members, including our Fun Committee, Diversity Equity Inclusion and Belonging Committee, and Charity Committee
• A weekly on-site massage therapist and healthy snacks during busy season
• An opportunity to give back to the community through our very own Fuller Giving Foundation

About Fuller Landau

We are an accounting, tax, and advisory firm with a team of over 160 people.
Our clients are leaders of private businesses, high net worth families, and the advisors who serve them.
You’ll be a part of a collaborative team that supports your success and welcomes your ideas and ambition.

Diversity, Equity, and Inclusion

Fuller Landau is proud to be an equal opportunity employer where differences are valued and celebrated. We believe that fostering an inclusive environment allows our team to reach their full potential by enabling you to bring your true-self to work. We encourage you to apply if this role excites you.

Fuller Landau is committed to breaking down barriers and welcoming people with disabilities. If you require any accommodations throughout the recruitment process, let us know how we can help!