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Estate Administration Specialist

4 weeks ago

Montreal, Quebec, Canada ClearEstate Full time
About the Role

We 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 Power of Attorney files
  • Support all aspects of estate, trust, and Power of Attorney administration
  • Work closely with our Customer Success Managers to manage relationships and communications with families and beneficiaries
  • Assign tasks to junior team members as needed
  • Liaise with our trust partner to ensure prompt attention to account needs
  • Document and make recommendations for discretionary decisions
  • Act as a point of contact with external professionals
  • Communicate with government agencies, financial institutions, and other third parties
  • Perform research as needed
  • Collaborate with your team and assist with client requests and other related tasks

Requirements:

  • Organized and able to work with minimal supervision
  • Confident in research abilities
  • Good communication and interpersonal skills
  • Passionate about technology
  • Knowledgeable in the wills and estates area
  • STEP certification in Estates and Trust administration is an asset
  • Customer-centric and collaborative
  • Positive attitude and empathetic

What We Offer:

  • Opportunities for growth and access to a great network of professionals
  • Flexible in-person and remote work with a great office space
  • Transparent overall compensation package
  • Promotion of work-life balance
  • Virtual and in-person team building activities

About ClearEstate:

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 looking for like-minded individuals to join our team.