Estate Administration Manager

1 month ago


Montreal, Quebec, Canada ClearEstate Full time
About ClearEstate

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 Description

We 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.

The ideal candidate will have excellent research skills, be a good communicator with interpersonal skills, and be able to work independently with minimal supervision. Knowledge of the wills and estates area is a must, and STEP certification in Estates and Trust administration is an asset.

Key Responsibilities
  • Manage professional estate trustee files
  • Communicate with government agencies and financial institutions
  • Perform legal research
  • 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
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for growth and professional development
  • A competitive compensation package, including fully funded benefits and insurance plans
  • Flexible work arrangements, including remote work options
  • A friendly and inclusive team culture


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