Trust Administrative Support Specialist
DMW Finance Group, Switzerland

* Remote (California-based preferred; familiarity with Pasadena/Los Angeles probate practices ideal)
Independent Contractor | $100/hr | Part-time Flexible Hours
We are seeking a Trust Administrative Support Specialist to assist in the final phase of trust administration. This role focuses on ensuring completion of outstanding administrative obligations, including distribution follow-up, document tracking, and clear communication with involved parties.
This is not a litigation role — it is administrative. You will work alongside a principal trust stakeholder to ensure proper follow-through of standard procedures under California law.
- Maintain checklist of unresolved trust items (e.g. document receipts, escrow follow-up, retirement asset processing).
- Draft and manage formal communications and reminders regarding pending trust matters.
- Track trustee duties and timeline expectations under California Probate Code (support materials provided).
- Coordinate follow-ups with law offices, financial institutions, and service providers when needed.
- Keep detailed records and summaries of actions taken and responses received.
- Meticulous, professional, and emotionally intelligent.
- Familiar with trust administration or probate compliance (paralegal background helpful).
- Skilled in managing situations with minimal communication from counterparties.
- Discreet and able to work independently but collaboratively.
- Experience ensuring accountability in late-stage trust administration.
- Background in estate operations, compliance, or fiduciary follow-up.
- Diplomacy and resilience in working with limited or resistant communication environments.
Please send a brief message summarizing your experience and availability. Include a resume or professional profile if available. Confidentiality and precision are key.
Apply via Linkedin or better -
DMW Online Form: https://airtable.com/appQHEvq2LhOgZBul/pagT0lc9Usqsupy34/form
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