Professional Services Specialist (Part Time)

Trust & Will; California (MO); Remote; USD 1,000; Part time

Job summary

Join Trust & Will as a Professional Services Specialist, where you will support operations in a remote-first environment. You'll manage recruitment, invoicing, and ensure smooth administrative processes in a collaborative team dedicated to process improvement and relationship building.

Benefits

Financial wellness benefits

Guest speakers & reimbursement for learning

Family-friendly work environment

Work from home stipend

Qualifications

• 2+ years of experience in operations, legal services, or administrative support.
• Highly organized with strong attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Support recruitment and onboarding of attorneys and professionals.
• Track and manage invoicing for accuracy and timeliness.
• Assist with projects and reporting analytics.

Skills

Organization

Attention to Detail

Communication

Collaboration

Tools

CRM tools

Invoicing platforms

Job description

Professional Services Specialist (Part Time)

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

About You:

We’re looking for a detail-oriented and proactive Professional Services Specialist to support the day-to-day operations of our attorney and professional services network. In this role, you’ll work cross-functionally to support recruitment efforts, manage invoicing workflows, and ensure the smooth execution of administrative processes that help our team run efficiently.

This role is ideal for someone who thrives in a fast-paced, evolving environment and is passionate about process improvement, relationship building, and operational excellence. You’ll play a key role in ensuring our professional services operations are scalable, accurate, and aligned with our company goals.

About the Role:

• Support the recruitment and onboarding process for new attorneys and professionals, including outreach, coordination, and documentation.
• Track, review, and manage invoicing for attorneys, ensuring accuracy and timely payment.
• Assist on projects and research.
• Support reporting and analytics to help track performance, cost trends, and capacity planning.
• This part time role will work approximately 25 hours per week, generally in 5-hour shifts Monday through Friday, during standard business hours (8 am to 6 pm Pacific or Central Time).

Qualifications

• 2+ years of experience in operations, legal services, recruiting, or administrative support roles.
• Highly organized with strong attention to detail and follow-through.
• Comfortable managing multiple workstreams and priorities in a part-time capacity.
• Excellent written and verbal communication skills.
• Experience working with CRM tools (e.g., Hubspot), invoicing platforms (e.g., Stripe, Ramp).
• Familiarity with estate planning, legal operations, or professional services is a bonus.
• Self-starter with a collaborative mindset and willingness to roll up your sleeves.
• Compensation: Salary + Equity
• Our salary for this position is $30 an hour, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• Extra
• Financial wellness benefits (Equity & tax advisory support, financial coach support, equity options, and employee-sponsored 401k)
• Guest speakers & reimbursement for learning opportunities
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $250 Work from home stipend + Apple accessories

About Trust & Will:

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.