Estate Administration Manager

4 days ago


Montreal, Quebec, Canada ClearEstate Full time
About the Role

We are seeking a highly organized and detail-oriented Estate Administration Manager to join our team at ClearEstate. As a key member of our estate settlement team, you will be responsible for managing professional estate trustee files, communicating with external professionals, and supporting all aspects of estate administration.

Key Responsibilities
  • Manage Estate Files: Act as a point of contact with external professionals, manage professional estate trustee files, and support all aspects of estate administration.
  • Communicate with Stakeholders: Communicate with government agencies, financial institutions, and other stakeholders to ensure seamless estate settlement.
  • Perform Research: Perform legal research and provide expert advice to support estate settlement and planning.
  • Collaborate with Team: Collaborate with the estate settlement team to ensure efficient and effective estate administration.
  • Support Product Development: Support the product team to build and improve our estate settlement and planning product.
Requirements
  • Organizational Skills: Proven ability to manage multiple files and prioritize tasks effectively.
  • Communication Skills: Excellent communication and interpersonal skills to work with external professionals and stakeholders.
  • Research Skills: Strong research skills to perform legal research and provide expert advice.
  • Technical Skills: Proficiency in technology and ability to learn new systems and tools.
  • Knowledge of Estate Administration: Knowledge of estate administration laws and regulations.
What We Offer
  • Opportunity to Work with a Leading Estate Settlement Company: Join a team that is dedicated to making estate settlement easy and accessible for families across North America.
  • Competitive Compensation and Benefits: Enjoy a comprehensive compensation package, including fully funded benefits and insurance plans.
  • Flexible Work Arrangements: Work from our office in the heart of Montreal's Old Port or remotely, with flexible hours to suit your needs.


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