Junior Trust Officer

About clearEstate

Backed by leading Fintech investors, Diagram & Portag3 Ventures; ClearEstate is an early stage start-up that is building the next-generation of full end-to-end solution for estate execution.

In North America alone, there are 3M deaths per year and $65T of value to be transferred in the next 25 years; yet, the average executor is largely abandoned by current incumbents. We are changing this, by offering a tech-enabled end-to-end solution for estate settlement serving mass-market executors.

ClearEstate’s mission is to disrupt traditional business models and empower underserved executors. Our vision is to build tech enabled solutions & services to become an integrated financial services provider in the estate planning and execution space. 

What we offer :

The opportunity to be a part of something big and impactful at the confluence of fintech and legaltech;

Competitive salary + extensive benefits plan;

Allowance for fitness program of your choice ($50 per month)

A strong work-life balance with paid vacation and flex days;

Regular team-bonding activities;

Flexible remote work policy;

A friendly work environment that celebrates diversity and fosters inclusion and belonging;

A brand new mac laptop;

Skill development opportunities and a culture of growth mindset. 

About the role

To achieve our goals, we are looking for a Junior Trust Officer to join our professional operations team and help us build our estate settlement product. This person will be working with all the co-founders, reporting to our Director of Professional Operations and will play a critical role in the company’s success. 

Key responsibilities :

Estate settlement processing

Draft estate settlement documents;

Act as the single point of contact to executors with other professionals (notary, lawyers, tax accountants, etc); 

Assist clients through difficult times;

Support executor duties with key forms to be filled and submitted;

Probate & estate administration support;

Communicate with government agencies and financial institutions; 

Perform legal research;

Assist in asset evaluation;

Collaborate with other members of the team and assist with research, client requests and other related tasks, when needed. 

Product and operations

Support the product team to build our estate settlement and estate planning product;

Act as a Subject Matter Expert to the product team to improve the quality of the ClearEstate platform;

Test functionalities and provide feedback to the product and development teams;

Create and use templates for communicating with various stakeholders.

What we are looking for :

Customer success specialist; 

Estate administrator with 2-3 years experience in Wills & Estate;

STEP certification in Estates and Trust administration an asset;

Strong organizational skills;

Strong research skills;

Good communicator & interpersonal skills;

Ability to manage client relationships;

Willingness to embrace technology and disrupt the field of estate law;

Independent and able to work with minimal supervision;

Passionate about technology. 

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.

Salary and compensation

No salary data published by company so we estimated salary based on similar jobs related to Junior and Junior jobs that are similar:

$30,000 — $55,000/year

Location

Toronto, Ontario, Canada