Trust Administrative Support Specialist

DMW Finance Group, Switzerland


Date: 1 day ago
City: Pasadena, CA
Contract type: Part time
Remote
Trust Administrative Support Specialist

* Remote (California-based preferred; familiarity with Pasadena/Los Angeles probate practices ideal)

Independent Contractor | $100/hr | Part-time Flexible Hours


Description:


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.


Key Responsibilities:


  • 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.


You Are:


  • 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.


Bonus If You Have:


  • 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.


How to Apply:


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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