Estateably Hiring for Customer Support at Montréal, QC Full Time

Who we are:
Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process.

Since launching in 2021, Estateably is the fastest growing estate and trust administration platform serving over 500 firms across Canada with international ambitions. We stay ahead of the curve to be the best at what we do by being the technical experts that our clients can always rely on.

Our team and vision for the industry’s future are bold, ambitious and accessible. The nature of our industry is complex yet sensitive, and we keep that in mind with everything we do.

What we value:
Our team is guided by a genuine empathy for our users’ problems and pain points, radical honesty and reliable expertise. We love people who are willing to think outside the box and are excited to collaborate with others. We are authentic and know that building a team with diverse backgrounds is critical to our success, so we are committed to providing a respectful, creative and inclusive environment to everyone on our team.

What you’ll do:
As Customer Support, you will assist the Customer Success department in various activities, namely by taking on back-end activities that support our customers and our team internally.

What you can expect:
Data entry and other administrative tasks in support of the Customer Success team, such as transferring outside records to our platform and preparing onboardings

Supporting pre-sales activities with current and prospective clients

Documenting internal processes where necessary and proactively identifying areas for improvement

Possibility to grow and to move to other positions within the Sales or Customer Success teams

Desired skill set:
Familiarity with Excel

Autonomous

Tech-savvy

Strong attention to detail

Autonomous and able to proactively address issues

What we are looking for:
Willingness and ability to learn fast.

High work ethic and results-oriented.

High sense of accountability and ownership.

Perks:
Be a part of a fast-growing startup.

Flexible hours & remote/hybrid work.

Participation in our company employee Stock Option Plan.

Yearly bonus based on performance.

Full participation in our company’s group health, dental, and virtual medicine plans.

Full financial support for professional (work-related) development courses.

Computer and workstation equipment.

Work-from-home stipend.