Join ClearEstate!

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, NAVentures and Portag3 Venture. 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. 
  • Facilitate: Act as a facilitator with external liaisons such as Notaries, Lawyers, Tax Accountants, government authorities and financial institutions.
  • Research: Perform legal research to best support our clients as needed. 
  • Evaluate: Assist in the valuation of estate assets and liabilities
  • Deliver quality customer service: Support our clients by assisting with day to day needs with an empathic approach. 
  • Collaborate with all teams: Work cross-functionally with our internal teams to further develop ClearEstate.

 

Who you are

  • 2-5 years of relevant experience;
  • Customer-centric;
  • Passionate;
  • Able to manage external relationships;
  • Collaborative
  • Positive attitude;
  • A great communicator;
  • Tech-savvy;
  • 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.
  • Competitive overall compensation package.
  • Permanently flexible remote work policy.
  • A strong work-life balance with 4 weeks paid vacation and 6 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

 

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 





Rejoignez ClearEstate!

ClearEstate est une startup de série A soutenue par les principaux investisseurs Fintech - OMERs, Diagram, NAVentures et Portag3 Venture. Nous recherchons des personnes extraordinaires pour façonner notre offre et consolider notre position de leader sur un marché massif de 40 milliards de dollars.

Depuis 2020, ClearEstate assume les lourdes responsabilités auxquelles sont confrontés les liquidateurs successoraux (autrefois appelé exécuteurs testamentaires) pour les guider tout au long du processus. Nous propose des services basés sur la technologie, conçus pour gérer tous vos besoins en matière de planification et de règlement successoral. 

Visant à autonomiser les exécuteurs mal desservis, nous apprécions les membres de l'équipe qui partagent nos valeurs fondamentales et prospéreront naturellement dans notre culture d'empathie, de transparence, d'état d'esprit de croissance, de responsabilité radicale, d'attention authentique, de diversité et d'inclusion.

 

Ce que nous recherchons

Comme administrateur de succession relevant du directeur principal des opérations, vous devrez:

  • Représenter: Agir en tant que point de contact unique pour nos clients.
  • Faciliter: Agir en tant que facilitateur auprès des agents de liaison externes tels que les notaires, les avocats, les comptables fiscalistes, les autorités gouvernementales et les institutions financières.
  • Recherche: Effectuer des recherches juridiques afin d'accompagner au mieux nos clients au besoin.
  • Évaluer: Aider à l'évaluation des actifs et passifs immobiliers
  • Offrir un service à la clientèle hors pair: Offrir un service à la clientèle hors pair aux clients de ClearEstate avec une approche empathique.
  • Collaborer avec toutes les équipes: travaillez de manière interfonctionnelle avec nos équipes internes pour développer davantage ClearEstate.

 

Qui vous êtes

  • 2 à 5 ans d'expérience pertinente;
  • Centré sur le client ;
  • Passionné;
  • Capable de gérer les relations externes;
  • Collaborative
  • Positive ;
  • Communicant;
  • Technophile;
  • Empathique; 
  • Bilinguisme Anglais/Français un atout.

 

Ce que nous offrons

  • L'opportunité de faire partie de quelque chose de grand et significatif avec un impact positif.
  • Rémunération globale compétitive.
  • Politique de travail à la maison très flexible.
  • Excellente équilibre entre le travail et la vie personnelle avec 4 semaines de vacances payés et 6 jours Flex.
  • Vaste régime d’avantages sociaux.
  • Un environnement de travail convivial qui met la diversité et l’inclusion au coeur de nos priorités

 

ClearEstate respecte les différences individuelles et garantit l'égalité des chances et l'inclusion. Par conséquent, toutes les candidatures sont traitées de la même manière et le recrutement est basé uniquement sur les compétences et l'expérience. Hébergements d'accessibilité offerts.

 

 

 

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