Senior Estate Specialist

1 month ago

Canada, CA ClearEstate Technologies Inc Full time

Are you looking for a position in a fast-growing tech start-up? Look no further We are currently looking for driven individuals who want to make an impact. Come join our team and take part in our mission to make estate settlement easy and accessible for families across North America.

We’re looking for passionate team players who bring positive energy and enthusiasm to work each day. If you're ready to take on day-to-day challenges in your role, then this might be the perfect opportunity for you. Our ideal candidate will have the ability to work independently and remotely while bringing their skills, innovative ideas, and ambition to help shape the future of this industry-disrupting organization. If you think you have what it takes, don't hesitate to apply

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market). Because of our start-up environment, we thrive on (rather than endure) the unexpected day-to-day changes.

ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.

What we offer
  • The opportunity to be a part of something big and meaningful with a positive impact.
  • Opportunities for growth and access to a great network of professionals.
  • Flexible in-person and remote work with a great office space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.
  • Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
  • Promotion of work-life balance with 4 weeks vacation and 6 flex days.
  • Virtual and in-person team building activities.
  • A friendly work environment that has diversity and inclusion at the heart of our priorities.
As a Senior Estate Specialist - reporting into the Manager, Professional Executor Solutions, you will:
  • Manage professional estate, trust and PoA files where ClearEstate is acting as agent for our trust partner, providing fiduciary services for these accounts.
  • Support all aspects of estate, trust and PoA administration, including asset discovery and documents required for probate, managing tasks, deadlines and quality control appropriately.
  • Work closely with our Customer Success Managers, who manage the relationships and communications with the families/beneficiaries.
  • Assign tasks as appropriate to our Junior Estate Professional team in support of your work.
  • Liaise with our trust partner as needed to ensure prompt attention to account needs.
  • Document and make recommendations for discretionary decisions in accordance with the governing document, applicable legislation and sound reason.
  • Act as a point of contact with external professionals (notary, lawyers, tax accountants, etc).
  • Communicate with government agencies, financial institutions and other third parties.
  • Perform research as needed.
  • Collaborate with your team and assist with client requests and other related tasks when needed.
  • Maintain a deep understanding of current estate and trust related strategies and processes and occasionally support the creation and maintenance of internal and external content on these topics.
  • Advise ClearEstate on any proposed and/or implemented changes to relevant legislation and regulations.
  • Field estate and trust questions and provide training and support to ClearEstate staff and occasionally participate in the development of educational material.
  • Occasionally participate in and/or deliver presentations externally, representing ClearEstate’s subject matter expertise.
  • Provide feedback and test functionality for our Product team to develop our platform.
  • Create and use templates for communicating with various stakeholders.
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