Estate Professional
2 days ago
**Join ClearEstate**
ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We're looking for extraordinary people to shape our offering and solidify our leadership position in a massive $40B market.
Since 2020, ClearEstate offers technology-enabled services, designed to handle all estate planning and settlement needs. We are building an end-to-end tech-enabled service to alleviate the procedural and emotional burdens of estate planning and settlement.
Aiming to empower underserved executors, we value team members who share our core values and will naturally thrive in our culture of empathy, transparency, growth mindset, radical accountability, genuine care, and diversity and inclusion.
**What we're looking for**
As an Estate Professional reporting into the Director, Client Management, you will:
- **Represent ClearEstate** as the single point of contact for our clients.
- **Act as a facilitator **with external liaisons such as Notaries, Lawyers, Tax Accountants, government authorities and financial institutions
- **Perform legal research** to best support our clients as needed.
- **Assist in the valuation** of estate assets and liabilities
- **Deliver quality customer service** by assisting with day to day needs with an empathic approach.
- **Identify client needs throughout the process** and suggest additional services we offer to provide the best support to our clients.
- **Work cross-functionally** with our internal teams to further develop ClearEstate.
**Who you are**
- Relevant **experience**;
- **Customer-centric**;
- **Passionate**;
- Able to **manage external relationships**;
- **Collaborative**:
- **Positive** attitude;
- A great **communicator**;
- **Tech-savvy**;
- **Care** about helping people;
- **Empathetic**;
- Bilingual in **English and** **French** an asset.
**What we offer**
- The opportunity to be a part of something big and meaningful with a positive impact.
- Transparent compensation package starting from the first phone call.
- Permanently flexible remote work policy.
- A strong work-life balance with vacation and flex days.
- Virtual and in-person team building activity opportunities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities
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