Estate Settlement Expert

2 weeks ago


Montreal, Quebec, Canada ClearEstate Full time

We're seeking an experienced Estate Settlement Expert to join our team at ClearEstate. As a fast-growing tech start-up, we're revolutionizing the estate settlement industry with innovative technology-enabled services.

The ideal candidate will have a strong background in wills and estates, with expertise in estate administration, asset discovery, and probate processes. They will also possess excellent communication skills, enabling them to effectively collaborate with external professionals, government agencies, and financial institutions.

This is a unique opportunity to work with a dynamic team, contributing to the development of our estate settlement and planning product. The successful candidate will be responsible for managing professional estate trustee files, supporting all aspects of estate administration, and collaborating with our Product team to improve the quality of our platform.

As an Estate Settlement Expert, you will:

  • Act as a point of contact for external professionals, including notaries, lawyers, tax accountants, and other stakeholders.
  • Manage complex estate trustee files, ensuring timely completion and accuracy.
  • Support research and analysis of assets, documents, and probate processes.
  • Communicate with government agencies, financial institutions, and other external parties.
  • Collaborate with our Product team to enhance our estate settlement and planning product.

Key qualifications include:

  • Strong understanding of wills and estates, including estate administration, asset discovery, and probate processes.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively as part of a dynamic team.
  • Knowledge of STEP certification in Estates and Trust Administration is an asset.

We offer a competitive salary package, including a base salary of **$80,000 - $110,000** per year, depending on experience, plus benefits and opportunities for growth and professional development.



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