Estate Settlement Coordinator
1 week ago
We 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 independently will be valuable assets in this position.
The ideal candidate will possess excellent organizational skills, be proficient in document preparation, and have strong communication skills. Additionally, they will be tech-savvy, able to navigate software systems, and collaborate effectively with internal teams.
This is an exciting opportunity for someone looking to make a positive impact in the estate settlement industry. If you are passionate about delivering high-quality results and working in a fast-paced environment, we encourage you to apply.
Responsibilities:
- Facilitate communication with external liaisons, including notaries, lawyers, tax accountants, government authorities, and financial institutions.
- Prepare essential documents, such as letters and correspondence, for clients and external parties.
- Serve as the first point of contact for clients by answering phone calls and redirecting them as needed.
- Conduct research to support internal and external clients, ensuring accuracy and timeliness.
- Organize and maintain client files, ensuring seamless access to information.
- Complete administrative tasks, including scanning, mailing, coordinating couriers, and drafting correspondence.
- Enter client file data into software systems, ensuring accurate records.
- Provide exceptional customer service by assisting with day-to-day needs of estate professionals using a team player approach.
- Collaborate with internal teams to further develop ClearEstate's services.
We offer a competitive salary of $65,000 - $80,000 per year, depending on experience, plus benefits, flexible work arrangements, and opportunities for growth and development. Our inclusive workplace prioritizes diversity and promotes work-life balance.
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