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Administrative Assistant

2 months ago

Montreal, Quebec, Canada ClearEstate Full time
About ClearEstate

ClearEstate is a technology-enabled services company that specializes in estate planning and settlement. We are a Series A startup backed by leading Fintech investors and are committed to making estate settlement easy and accessible for families across North America.

Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Estate Support team. As a key member of our team, you will be responsible for providing administrative support to our Estate Professionals and ensuring the smooth operation of our client files.

Key Responsibilities
  • Client Communication: Act as the first point of contact for clients, answering phone calls and redirecting as needed.
  • Document Preparation: Prepare documents such as letters and correspondence to clients and external parties.
  • Research and Data Entry: Perform legal, financial, and tax research to support internal and external clients, and enter client file data into our software.
  • File Management: Manage and maintain the administration of client files, including scanning, mailing, and coordinating couriers.
  • Team Collaboration: Work cross-functionally with our internal teams to further develop ClearEstate's services.
Requirements
  • Customer-Centric: Provide exceptional customer service and support to our clients.
  • Organizational Skills: Maintain accurate and up-to-date records and files.
  • Communication Skills: Effective communication with clients, internal teams, and external parties.
  • Technical Skills: Proficient in software applications and technology-enabled services.
  • Language Skills: Bilingual in English and French.
What We Offer
  • Opportunities for Growth: Career development and opportunities for advancement.
  • Flexible Work Arrangements: Flexible in-person and remote work arrangements.
  • Competitive Compensation: Transparent overall compensation package, including fully funded benefits and insurance plans.
  • Work-Life Balance: Promotion of work-life balance with 4 weeks vacation and 6 flex days.