Trust Administrative Support Specialist

DMW Finance Group, Switzerland; Pasadena (CA); Remote; USD 70,000 - 85,000; Part time

Job summary

A leading finance group seeks a Trust Administrative Support Specialist to aid in finalizing trust administration. The role requires meticulous attention to detail, effective communication, and familiarity with California's probate processes. This remote position offers flexible hours and is perfect for those with a paralegal background or experience in trust administration.

Qualifications

• Familiarity with California probate practices ideal.
• Experienced in administrative duties related to trust management.
• Capable of handling communications with discretion and professionalism.

Responsibilities

• Maintain checklist of unresolved trust items.
• Draft and manage formal communications regarding pending trust matters.
• Track trustee duties and manage timelines under California Probate Code.

Skills

Attention to detail

Communication

Emotional intelligence

Education

Background in trust administration or probate compliance

Job description

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Private Markets Venture Capital & Investment Banking: Commercial Real Estate, Consumer Luxury, AI Software, Financial Engineering, Philanthropy

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Administrative

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