ClearEstate Hiring for Documents and Administration Assistant at California, United States Full Time

Are you looking for a position in a fast-growing tech start-up? Look no further! We are currently looking for driven individuals who want to make an impact. Come join our team and take part in our mission to make estate settlement easy and accessible for families across North America. Join us on our journey to success!

We’re looking for passionate team players who bring positive energy and enthusiasm to work each day. If you”re ready to take on day-to-day challenges in your role, then this might be the perfect opportunity for you. Our ideal candidate will have the ability to work independently and remotely while bringing their skills, innovative ideas and ambition to help shape the future of this industry-disrupting organization. If you think you have what it takes, don”t hesitate to apply!

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.

ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.

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 Documents and Administration Assistant reporting into the Manager, Estate Support and Continuous Improvement, you will:

• Act as a facilitator with external liaisons such as Notaries, Lawyers, Tax Accountants, government authorities and financial institutions.
• Prepare documents such as letters and other correspondence to clients and other external 3rd parties.
• Act as the first point of contact for clients by answering phones and redirecting calls as needed.
• Perform legal, financial and tax research to best support our internal and external clients as needed.
• Compile and organize research to make it easily accessible and digestible.
• Manage and maintain the administration of client files.
• Complete administrative duties such as scanning, mailing, coordinating couriers, drafting correspondence and other related duties as required.
• Enter our client file data into our software.
• Deliver quality customer service by assisting with day to day needs of our Estate Professionals using a team player approach.
• Work cross-functionally with our internal teams to further develop ClearEstate.

Apply with us if you are…

• Customer-centric;
• Passionate;
• Able to manage external relationships;
• Collaborative;
• Positive attitude;
• Champion communicator;
• Tech-savvy;
• Empathetic and have genuine care for helping people;
• Bilingual.

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