Estate Professional - Calgary, Canada - ClearEstate

ClearEstate

Verified Company

Calgary, Canada

3 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Join ClearEstate
ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, 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 Senior Director of Operations, you will:

Represent: Act as the single point of contact for our clients.

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Facilitate:Act as a facilitator with external liaisons such as Notaries, Lawyers, Tax Accountants, government authorities and financial institutions.
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Research: Perform legal research to best support our clients as needed.
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Evaluate:Assist in the valuation of estate assets and liabilities
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Deliver quality customer service:Support our clients by assisting with day to day needs with an empathic approach.
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Collaborate with all teams:Work cross-functionally with our internal teams to further develop ClearEstate.

Who you are
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2-5 years of relevant experience;
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Customer-centric;
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Passionate;

Able to
manage external relationships;

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Collaborative:

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Positive attitude;

A great
communicator;

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Tech-savvy;
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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 including information on our Employee Stock Options and benefits.
Permanently flexible remote work policy.
A strong worklife balance with 4 weeks paid vacation and 6 flex days.
Virtual and inperson team building activity opportunities.
A friendly work environment that has diversity and inclusion at the heart of our priorities.