Senior Estate Specialist Full-time Job

What we offer

• The opportunity to be a part of something big and meaningful with a positive impact.

• Opportunities for growth and access to a great network of professionals.

• Flexible in-person and remote work with a great office space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.

• Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.

• Promotion of work life balance with 4 weeks vacation and 6 flex days.

• Virtual and in-person team building activities. 

• A friendly work environment that has diversity and inclusion at the heart of our priorities.

As a Senior Estate Specialist - reporting into the Manager, Professional Executor Solutions, you will:

• Manage professional estate, trust and PoA files where ClearEstate is acting as agent for our trust partner, providing fiduciary services for these accounts.

• Support all aspects of estate, trust and PoA administration, including asset discovery and documents required for probate, managing tasks, deadlines and quality control appropriately.

• 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.

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market). Because of our start-up environment, we thrive on (rather than endure) the unexpected day-to-day changes.