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Welker and Company is Growing

Welker and Company is Growing!

Are you or someone you know interested in working with people in need of financial assistance?  We have an exciting opportunity that will allow the successful candidate to provide relief to those struggling with debt.  We have detailed the job description below and look forward to receiving applications from interested parties at apply@welkerandcompany.com.

The Company – Welker and Company

The Welker family has been in the personal insolvency industry since 1998.  While Peter Welker’s legacy firm flourishes under the Welker and Associates banner in South Western Ontario, Welker and Company serves individuals in the Greater Toronto Area.  Our mission is to provide information to individuals burdened by financial difficulty.

Welker and Company run by Licensed Insolvency Trustee Steven Welker who is a Chartered Accountant (CA) and Chartered Insolvency and Restructuring Professional (CIRP) with extensive experience in financial services.  Prior to founding Welker and Company he held roles with PricewaterhouseCoopers LLP, PRISM Partners Inc., and BDO Canada Limited.

The Role – Junior Insolvency Administrator or Insolvency Administrator

Our head office requires assistance in administering personal bankruptcies and consumer proposals.  Depending on the experience of the selected candidate a title of Insolvency Administrator or Junior Insolvency Administrator will be awarded.  Duties include but are not limited to:

  • Answering all in-bound calls;
    • Ability to assess consumer debtor situations, explain options, and determine eligibility for insolvency services is highly desirable.
  • Following up with recent callers by telephone;
  • Managing the Trustee’s calendar by scheduling and confirming appointments as well as booking meeting rooms;
  • Preparing paperwork for sign-ups;
  • Processing paperwork after sign-ups;
  • Stopping garnishments;
  • Inputting client related data into the Ascend database;
  • Processing proofs of claim;
  • Reviewing monthly income and expense reports;
  • Performing credit counselling;
  • Banking:
    • Processing pre-authorized debit receipts;
    • Stopping pre-authorized debits;
    • Amending payment schedules;
    • Following up on NSF payments;
    • Daily deposits; and
    • Other banking functions.
  • Monitoring milestones and following up with overdue debtors;
  • Effectively communicating with clients and parties involved with each file;
  • Other administrative duties as required;

The Candidate

  • Core Competencies:
    • Level 1 – Critical:
      • Strong attention to detail is critical;
      • Strong communication skills (Written & Oral);
      • Strong problem solving skills;
      • Ability to work independently;
      • Ability to learn new computer software quickly (Ascend);
      • Strong Microsoft Excel, Word, Outlook, and Powerpoint skills; and
      • Ability to establish excellent working relationships with clients and co-workers.
    • Level 2 – Beneficial:
      • Ability to speak another language (Hindi, Spanish, or Tagalog are preferred);
      • Ability to prepare personal income tax and HST returns;
      • Completion of Bankruptcy and Insolvency Act Counselling course; and
      • Completion of the Bankruptcy and Insolvency Act Administrators course.
    • Education:
      • College diploma (or 3 years of experience in a similar work environment)

The Compensation

Compensation will be commensurate with experience and will range from $25,000 to $40,000 per annum.  Paid training will be provided to the successful applicant, and an opportunity for advancement exists for individuals wishing to improve their skills within the personal insolvency field by completing additional accreditation.

The Location

1969 Weston Road, Suite 201, Toronto, ON M9N 1W8 (Near Weston & Lawrence)

The Position Type

Full-Time/Permanent

To apply, please email your resume and cover letter to apply@welkerandcompany.com.

We thank all candidates for their interest in this opportunity; however only those selected for an interview will be contacted.

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