Senior Estate Specialist

1 month ago

Toronto, Ontario, Canada ClearEstate Full time
About ClearEstate

ClearEstate is a leading provider of technology-enabled estate planning and settlement services. Our mission is to make estate settlement easy and accessible for families across North America.

Job Summary

We are seeking a highly organized and detail-oriented Senior Estate Specialist to join our team. As a Senior Estate Specialist, you will be responsible for managing professional estate, trust, and PoA files, supporting all aspects of estate administration, and working closely with our Customer Success Managers.

Key Responsibilities
  • Manage professional estate, trust, and PoA files, providing fiduciary services for these accounts.
  • Support all aspects of estate administration, including asset discovery and documents required for probate, managing tasks, deadlines, and quality control.
  • Work closely with our Customer Success Managers, who manage the relationships and communications with the families/beneficiaries.
  • Assign tasks as appropriate to our Junior Estate Professional team in support of your work.
  • Liaise with our trust partner as needed to ensure prompt attention to account needs.
  • Document and make recommendations for discretionary decisions in accordance with the governing document, applicable legislation, and sound reason.
  • Act as a point of contact with external professionals (notary, lawyers, tax accountants, etc).
  • 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 when needed.
  • Maintain a deep understanding of current estate and trust-related strategies and processes and occasionally support the creation and maintenance of internal and external content on these topics.
  • Advise ClearEstate on any proposed and/or implemented changes to relevant legislation and regulations.
  • Field estate and trust questions and provide training and support to ClearEstate staff and occasionally participate in the development of educational material.
  • Occasionally participate in and/or deliver presentations externally, representing ClearEstate's subject matter expertise.
  • Provide feedback and test functionality for our Product team to develop our platform.
  • Create and use templates for communicating with various stakeholders.
Requirements
  • Organized.
  • Confident in your research abilities.
  • A good communicator with interpersonal skills.
  • Independent and able to work with minimal supervision.
  • Passionate about technology.
  • Knowledgeable in the wills & estates area.
  • STEP certification in Estates and Trust administration is an asset.
  • Customer-centric.
  • Collaborative.
  • Positive attitude.
  • Empathetic.
  • Bilingual an asset.

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