Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.
Make an impact with our Consumer Insolvency team as an Estate Manager. This diverse team of professionals assists Canadians with navigating and overcoming financial challenges and achieving financial freedom. As a trusted advisor, you’ll help individuals recover from times of financial distress and regain control of their finances.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
Respond promptly and professionally to leads and prospective client inquiries received by telephone, email and online chat
Act as a first point of contact for individuals struggling with debt, providing reassurance, guidance and an empathetic client experience
Conduct initial interviews to identify client needs and provide general information about bankruptcy, consumer proposals and other personal restructuring options
Explain the basic features and benefits of available restructuring options so clients can make informed decisions
Schedule appointments and coordinate day-before touchpoints to help clients arrive prepared and supported
Follow up with prospective clients and debtors, meeting conversion, monitoring and client follow-up deadlines
Maintain accurate client, lead and opportunity information in the CRM and complete daily database maintenance
Gather, compile, review and analyze financial information and supporting documentation for accuracy and completeness
Assist clients with applications and documentation and help prepare files for Trustee review and signature meetings
Run Ascend reports to monitor appointments, outstanding documentation, follow-up requirements and client progress
Collaborate with Consultants, Trustees and other team members in the delivery of consumer insolvency services
Contribute ideas and practical approaches to improve efficiency, lead management and client outcomes
Provide general administrative and reception support as required
Skills and Experience
Sales experience, education or a demonstrated sales skill set, including the ability to engage and convert leads
Strong customer service and interpersonal skills, with the ability to build rapport, listen actively and respond to clients with empathy
Excellent attention to detail, organization and follow-through, with the ability to manage multiple priorities and deadlines
Ability to communicate financial and restructuring information clearly, professionally and compassionately
Knowledge of personal insolvency and restructuring options in Canada
Basic experience in consumer insolvency and a foundational understanding of the Bankruptcy and Insolvency Act
Experience with Ascend, and a CRM platform is an asset
MyRewards@MNP
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!
Diversity@MNP
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.
Be the first to receive the latest Others Full-Time Jobs in Canada.
Setup your job alert:
By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime.
Skip
GrabJobs is the no1 job portal in Canada, connecting you to thousands of jobs fast!
Find the best jobs in Canada, apply in 1 click and get a job today!