Licensed Insolvency Trustee

• 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!