Estate Settlement Expert
2 weeks ago
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.
-
Estate Settlement Specialist
2 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeWe are a Series A startup backed by leading Fintech investors, focused on providing technology-enabled estate planning and settlement services. Our goal is to make this process easy and accessible for families across North America.As an Estate Professional - File Processing Manager, you will be responsible for managing professional estate trustee files,...
-
Estate Settlement Coordinator
2 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeWe are seeking a driven and detail-oriented Estate Settlement Coordinator to join our team at ClearEstate.As an Estate Settlement Coordinator, you will play a critical role in facilitating communication between external stakeholders, preparing essential documents, and providing exceptional customer service. Your attention to detail and ability to work...
-
Estate Administration Coordinator
2 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeClearEstateWe are a Series A startup backed by leading Fintech investors, offering technology-enabled services for estate planning and settlement. Our mission is to make estate settlement easy and accessible for families across North America.We're looking for driven individuals who want to make an impact. As a Documents and Administration Assistant, you will...
-
Montreal, Quebec, Canada Royal LePage Real Estate Full timeAbout the RoleAs a Realtor with Royal LePage, you will have access to industry-leading technology, lead generation tools, and comprehensive training to help you succeed in your career.Key ResponsibilitiesWork with clients to understand their real estate needs and provide personalized serviceStay up-to-date on market trends and developments to provide expert...
-
Senior Estate Planning Expert
2 weeks ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Drafting Advisor to join our team at National Bank Financial in Quebec. This is a unique opportunity to work collaboratively with our estate planning specialists, including lawyers and notaries, to provide expert advice to clients.The ideal candidate will have a strong background in estate...
-
Montreal, Quebec, Canada Royal LePage Real Estate Full timeUnlock Your Earning Potential as a Real Estate Agent with Royal LePage.Royal LePage is a leading real estate company that offers a supportive environment to help you launch and accelerate your career. With our industry-leading technology, expert training, and robust lead generation tools, you'll have the resources you need to succeed in this exciting...
-
Taxation Expert
1 week ago
Montreal, Quebec, Canada NBC Full timeAre you looking to leverage your expertise in tax and accounting to drive positive change at National Bank Trust (NBT)? As a Senior Tax Analyst, you will play a key role in the Accounting team, working on complex estate and trust files. With your in-depth knowledge of taxation, you will be responsible for analyzing tax slips, producing T3 and TP646 annual...
-
Tax Expert
2 weeks ago
Montreal, Quebec, Canada NBC Full timeRole OverviewWe are seeking a highly skilled Tax Expert to join our Accounting team at National Bank Trust (NBT). As a Senior Analyst in this role, you will be responsible for handling complex tax files, demonstrating expertise in estate and trust taxation, and providing an exceptional client experience.
-
Portfolio Manager Real Estate Finance Expert
1 month ago
Montreal, Quebec, Canada National Bank Full timeJob Title: Portfolio Manager Real Estate FinanceAs a Portfolio Manager in National Bank's Real Estate Finance Group, you will be responsible for acting as an expert in credit analysis and real estate financing structuring. This role allows you to have a positive impact on our organization, thanks to your analytical skills, experience in real estate, and...
-
Estate Planning Specialist
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timePursuing a career as a Senior Estate Planning Advisor at Banque Nationale du Canada means being at the heart of client advice and working in collaboration with our team to provide expert guidance.About the Role:As a Senior Estate Planning Advisor, you will be responsible for providing strategic advice to clients on estate planning, wealth transfer, and...
-
Software Development Expert
1 day ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout the Role:Societe Generale is seeking a highly skilled Software Development Expert to join our team in Canada. As a key member of our Global Banking Technology & Operations (GBTO) division, you will play a vital role in designing, developing, testing, and deploying crucial features in applications used by our traders and operations across the globe.With...
-
Marketing Expert
1 week ago
Montreal, Quebec, Canada Marcus And Millichap Full timeThe role of Marketing Coordinator at Marcus & Millichap Montréal is a full-time, non-exempt position in our dynamic administrative support team. This innovative and collaborative environment provides growth and challenge for professionals who are passionate about delivering top service and creating high-end material.This is an ideal opportunity for...
-
Notary Legal Assistant
4 weeks ago
Montreal, Quebec, Canada Groupe Montpetit Full timeWe are seeking a highly skilled and organized Notary Legal Assistant to join our team at Groupe Montpetit. As a Notary Legal Assistant, you will play a vital role in supporting our notary in her daily practice, ensuring the smooth execution of various mandates.Your Key Responsibilities:Prepare, draft, and verify wills and protection mandates in collaboration...
-
Estate Planning Specialist
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a key member of our client advice center, you will work closely with our estate planning specialists to provide expert advice to our clients.Your primary responsibility will be to draft recommendations and provide advice to investment...
-
Real Estate Investment Expert
2 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeKey HighlightsAverage salary: $70,000 - $90,000 per yearAbout the RoleWe are seeking an experienced Analyst, Real Estate Investments to join our team at PSP Investments. As a key member of our Real Estate Investments team, you will be responsible for analyzing and evaluating potential real estate investments across various asset...
-
Real Estate Finance Expert
1 week ago
Montreal, Quebec, Canada CMLS Financial Full timeCompany OverviewCMLS Financial is a leading provider of capital solutions for commercial property owners, developers, and real estate investors. With over 50 years of experience, we have built a reputation for delivering unparalleled services to our clients.SalaryWe offer a competitive salary range of $105,000 - $150,000 per year, plus commission. Our...
-
Real Estate Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeA dynamic and rewarding career as a Real Estate Portfolio Manager at National Bank means leveraging your expertise in credit analysis and real estate financing structuring to drive business growth and success. With a focus on delivering exceptional results, you will have a positive impact on our organization, thanks to your analytical skills, experience in...
-
Tax Specialist
1 week ago
Montreal, Quebec, Canada Levy Pilotte S.E.N.C.R.L. Full timeJob DescriptionWe are seeking a highly skilled Tax Specialist to join our team at Levy Pilotte S.E.N.C.R.L. in Montreal, Canada.About the RoleThe successful candidate will be responsible for providing expert taxation advice and services to individuals and corporations, helping them minimize their global tax liabilities. This includes applying Canadian and...
-
Real Estate Investment Expert
2 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeUnlock Your Potential in Real Estate InvestmentsPSP Investments is a leading player in the real estate investment landscape, and we're seeking a highly skilled Senior Analyst to join our team.About the RoleAs a Senior Analyst, Real Estate Investments, you'll be responsible for:Analyzing Complex Real Estate Transactions: Collaborate with investment managers...
-
Accounting Specialist
2 weeks ago
Montreal, Quebec, Canada NBC Full timeJob DescriptionAs a Senior Analyst in the Accounting team at National Bank Trust, you will be a tax expert working on estate and trust files.Search for, obtain and analyze tax slips to produce T3 and TP646 annual tax returns for estate files.Monitor book values of investments held by estates, including the calculation of reinvested income, dividends,...