Negotiable Salary
United Placement Group
Bradenton, FL, USA
Join a Thriving Estate Planning Firm as a Member Plan Coordinator! Be a Key Player in Our Significant Expansion! Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind BJ’s at UTC, exit 213) This is a 100% IN-OFFICE position About Us UF Resources is a trusted, 42-year-old home office company supporting estate planning and financial services sales. Our family of companies is committed to delivering exceptional, multi-level services with a focus on excellence and adaptability to our clients' evolving needs. Join a team devoted to your professional growth and success. Your Role As our Member Plan Coordinator, you will be the backbone of our new business document administration. You’ll: Review and conduct quality checks on all network attorney document submissions related to estate plans and changes Coordinate and assemble complete estate plan binders Manage Replacements and Change documents, handling mailings and assignments with precision Collaborate closely with network attorneys to streamline document submission processes Apply your expertise in tax statements and deed documents to aid with funding deeds What We’re Looking For 3+ years of experience in plan coordination, legal support, or related fields Paralegal degree or certification preferred Proficient skills in Adobe Acrobat and Microsoft Office suite Strong customer service background with excellent communication and interpersonal aptitude Exceptional attention to detail and proofreading skills Ability to work independently and thrive as a team player under deadlines Prior legal and/or insurance administration experience is a plus What We Offer Competitive W-2 compensation paid weekly Comprehensive health, dental, vision, and life insurance after 90 days Paid holidays, PTO, and vacation benefits 401(k) plan with company-match to grow your future A dynamic in-office work environment with career growth opportunities Why Join? Be part of a respected, rapidly expanding estate planning firm where your dedication and excellence have a direct impact. Enjoy structured support, meaningful work, and a career that grows with you. Take the next step — apply today and become an essential member of our team as a Member Plan Coordinator!