Estate Administration Manager
1 month ago
We are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.
Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions department, you will be responsible for managing professional estate trustee files, communicating with government agencies and financial institutions, and performing legal research.
As an Estate Administration Manager, you will have the opportunity to work independently and remotely, bringing your skills and innovative ideas to help shape the future of our industry-disrupting organization.
Key Responsibilities- Manage professional estate trustee files, including asset discovery and documents required for probate.
- Communicate with government agencies and financial institutions.
- Perform legal research and provide expert advice to the Product team.
- Collaborate with the Product team to build our estate settlement and estate planning product.
- Act as a Subject Matter Expert to the Product team to improve the quality of the ClearEstate platform.
- Test functionalities and provide feedback to the product and development teams.
- Create and use templates for communicating with various stakeholders.
- Organized and detail-oriented with excellent research skills.
- Excellent communication and interpersonal skills.
- Independent and able to work with minimal supervision.
- Passionate about technology and estate administration.
- Knowledgeable in the wills & estates area.
- STEP certification in Estates and Trust administration is an asset.
- Customer-centric and collaborative with a positive attitude.
- Bilingual.
ClearEstate is a Series A startup backed by leading Fintech investors. We offer technology-enabled services designed to handle all estate planning and settlement needs. We thrive on innovation and collaboration, and we're committed to creating a positive and inclusive work environment.
-
Estate Administration Manager
2 months ago
Montreal, Quebec, Canada ClearEstate Full timeAbout the RoleWe 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...
-
Estate Administration Manager
2 months ago
Montreal, Quebec, Canada ClearEstate Full timeAbout the RoleWe 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...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
3 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
3 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
4 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Manager
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Manager to join our team. As a key member of our Estate Solutions...
-
Estate Administration Specialist
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Specialist to join our team. As a key member of our Estate Solutions...
-
Estate Administration Specialist
1 month ago
Montreal, Quebec, Canada ClearEstate Full timeAbout ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Estate Administration Specialist to join our team. As a key member of our Estate Solutions...
-
Estate Administration Specialist
1 week ago
Montreal, Quebec, Canada ClearEstate Full timeAbout the RoleWe are seeking a highly skilled Estate Administration Specialist to join our team at ClearEstate. As a Senior Trust and Estate Professional, you will be responsible for managing professional estate, trust, and PoA files where ClearEstate is acting as agent for our trust partner.Key ResponsibilitiesManage professional estate, trust, and PoA...
-
Estate Administration Specialist
2 weeks ago
Montreal, Quebec, Canada ClearEstate Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate Administration Specialist to join our team at ClearEstate. As a Senior Estate Specialist, you will be responsible for managing professional estate, trust, and Power of Attorney files, providing fiduciary services for these accounts.Key Responsibilities:Manage professional estate, trust, and...
-
Estate Administration Specialist
4 weeks ago
Montreal, Quebec, Canada The Royal Trust Company Full timeJob OpportunityWe are seeking a highly skilled and detail-oriented individual to join our National Account Support team as an Estate Administration Specialist. In this role, you will provide efficient, accurate, and quality client service to our relationship managers, assisting with estate asset summary documents, tax preparation, account distribution, and...
-
Estate Administration Specialist
4 weeks ago
Montreal, Quebec, Canada The Royal Trust Company Full timeJob OpportunityWe are seeking a highly skilled and detail-oriented individual to join our National Account Support team as an Estate Administration Specialist. In this role, you will provide efficient, accurate, and quality client service to our relationship managers, assisting with estate asset summary documents, tax preparation, account distribution, and...
