Senior Estate Specialist
1 month ago
We are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate planning and settlement easy and accessible for families across North America.
Job DescriptionWe are seeking a highly organized and detail-oriented Senior Estate Specialist to join our team. As a key member of our Professional Executor Solutions team, you will be responsible for managing professional estate, trust, and PoA files where ClearEstate is acting as agent for our trust partner.
Key Responsibilities:
- Manage professional estate, trust, and PoA files, providing fiduciary services for these accounts.
- Support all aspects of estate, trust, and PoA administration, including asset discovery and documents required for probate.
- Work closely with our Customer Success Managers to manage relationships and communications with families/beneficiaries.
- Assign tasks to our Junior Estate Professional team as needed.
- Liaise with our trust partner to ensure prompt attention to account needs.
- Document and make recommendations for discretionary decisions in accordance with governing documents, applicable legislation, and sound reason.
- Act as a point of contact with external professionals, including notaries, lawyers, tax accountants, and government agencies.
- Communicate with financial institutions and other third parties.
- Perform research as needed.
- Collaborate with your team and assist with client requests and other related tasks.
- Maintain a deep understanding of current estate and trust-related strategies and processes.
Requirements:
- Organized and detail-oriented with excellent research skills.
- Confident communicator with strong interpersonal skills.
- Independent and able to work with minimal supervision.
- Passionate about technology and estate planning.
- Knowledgeable in the wills and estates area.
- STEP certification in Estates and Trust administration is an asset.
- Customer-centric and collaborative with a positive attitude.
- Bilingual an asset.
We offer a transparent overall compensation package, flexible work arrangements, and opportunities for growth and professional development. If you are a motivated and detail-oriented individual with a passion for estate planning, please apply with us.
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