Administrative Assistant, Customer Experience

2 weeks ago

Montréal, Canada ClearEstate Full time

**Join ClearEstate**

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We're looking for extraordinary people to shape our offering and solidify our leadership position in a massive $40B market.

Since 2020, ClearEstate offers technology-enabled services, designed to handle all estate planning and settlement needs. We are building an end-to-end tech-enabled service to alleviate the procedural and emotional burdens of estate planning and settlement.

Aiming to empower underserved executors, we value team members who share our core values and will naturally thrive in our culture of empathy, transparency, growth mindset, radical accountability, genuine care, and diversity and inclusion.

**What we're looking for**

As a part-time Administrative Assistant reporting into the Director, Estate Professional Services, you will:

- **Data entry**: Enter our client file data into our software
- **Data organizing**:Gathering knowledge and organizing it in our database
- **Research**: Perform research to best support our team as needed
- **Collaborate with all teams**:Work cross-functionally with our internal teams to further develop ClearEstate.

**Who you are**
- **1-2 years** of relevant experience;
- **Customer-centric**;
- **Passionate**;
- Able to **manage internal relationships**;
- **Collaborative**:

- **Positive** attitude;
- A great **communicator**;
- **Tech-savvy**;
- **Care** about helping people;
- **Empathetic**;
- Bilingual in **English and** **French** an asset.

**What we offer**
- The opportunity to be a part of something big and meaningful with a positive impact.
- Transparent compensation package starting from the first phone call.
- Permanently flexible remote work policy.
- A strong work-life balance with vacation and flex days.
- Virtual and in-person team building activity opportunities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities

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