Debt Administrator
Debt Administrator Overview
Our Licensed Insolvency Trustee firm is seeking a motivated and detail‑oriented Debt Administrator to join our team. The ideal candidate will bring 2–3 years of insolvency experience, strong client‑service skills, and the ability to manage a high volume of communications while maintaining accuracy, compliance, and professionalism. This role is central to helping individuals understand their debt‑relief options and guiding them through the insolvency process with care and clarity.
Key Responsibilities
Client Communication & Lead Management
- Effectively manage a high volume of incoming and outgoing telephone calls, emails, React messages, and other client communications.
- Promptly contact and follow up with all assigned leads, maintaining consistent and appropriate follow‑up until each lead is resolved or closed.
- Identify and assess prospective clients’ financial circumstances, needs, and objectives to help determine suitable debt‑relief options.
- Clearly explain Consumer Proposals, Bankruptcies, and other available debt‑relief solutions in accordance with company policies and procedures.
- Educate clients on the insolvency process and assist in developing client‑specific Consumer Proposal plans under the direction and approval of the Licensed Insolvency Trustee.
- Meet established personal sales targets, conversion goals, call‑handling expectations, and other performance metrics.
File Administration & Documentation
- Collect all required client information, financial details, supporting documents, and records necessary to prepare and file Consumer Proposals or Bankruptcies.
- Follow up with clients regarding missing or incomplete information.
- Review client documentation for completeness and identify outstanding items required before files can proceed.
- Prepare and organize client files to ensure Consumer Proposal or Bankruptcy documents can be drafted, reviewed, signed, and e‑filed.
- Maintain accurate and complete records of all client interactions, including calls, emails, follow‑ups, documentation received, and file status.
- Process client information, maintain accounts, and file documents in accordance with internal systems, procedures, and record‑keeping requirements.
Compliance & Professional Standards
- Provide clients with accurate, complete, and timely information using approved methods, systems, scripts, calculators, and tools.
- Follow all communication procedures, guidelines, sales practices, and internal policies.
- Understand and comply with all applicable legislation, regulations, directives, and professional requirements relevant to the role.
- Maintain strict confidentiality and exercise care when handling clients’ personal, financial, and sensitive information.
- Perform other duties reasonably related to the position as assigned.
Qualifications
- 2–3 years of experience in insolvency administration within a Licensed Insolvency Trustee firm.
- Strong understanding of Consumer Proposals, Bankruptcies, and the insolvency process.
- Proven ability to manage high‑volume client communication across multiple channels.
- Excellent interpersonal skills with the ability to communicate complex information clearly and empathetically.
- Strong organizational skills and the ability to manage multiple files, deadlines, and follow‑ups simultaneously.
- High attention to detail and accuracy in reviewing documentation and entering financial information.
- Proficiency with insolvency software (e.g., Ascend) and MS Office applications.
- Ability to work independently while contributing effectively to a team environment.
- Demonstrated professionalism, discretion, and commitment to client confidentiality.
- Comfort working in a performance‑driven environment with sales or conversion targets.
Disclosure of Artificial Intelligence (AI) Use:
Campbell Morden may use artificial intelligence (AI)–enabled tools to support certain aspects of our recruitment process, including the screening and assessment of applications. These tools are used to assist with organizing, reviewing, and evaluating candidate information and do not replace human judgment or decision-making.
All hiring decisions are ultimately made by qualified recruitment professionals in accordance with applicable employment standards and human rights legislation.
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