Member Plan Coordinator/Document Review - ON-SITE
About The Position
Member Plan Coordinator – Estate Planning Support UF Resources – Bradenton, FL (On-site) UF Resources is a fast-growing company in the estate planning and financial services space, and we’re looking for a Member Plan Coordinator to join our expanding team. If you are detail-oriented, enjoy working with documents, and like being at the center of a coordinated process, this role could be a great fit. About UF Resources UF Resources is experiencing tremendous growth, and we are seeking career-minded professionals who align with our vision and values. We pride ourselves on a supportive, dynamic work environment where team members can grow both personally and professionally. Position: Member Plan Coordinator As a Member Plan Coordinator, you’ll play a vital role in making sure member estate plans are accurate, complete, and properly organized in partnership with our network attorneys.
Requirements
- Strong attention to detail and organizational skills
- Comfort working with documents, records, and checklists
- Professional written and verbal communication
- Ability to manage multiple files and deadlines at once
- A proactive, solutions-focused mindset and strong follow-through
Nice To Haves
- Experience in legal, financial services, insurance, real estate, title work, or similar document-heavy roles is a plus, but not required if you can demonstrate transferable skills and a willingness to learn.
Responsibilities
- Review network attorney document submissions for estate plans and plan replacements/changes
- Coordinate and organize all documentation needed to complete estate plan binders
- Work directly with network attorneys to assist with all document submissions and outstanding items
- Utilize your knowledge of tax statements and deed documents to assist with funding deeds
- Track case status, maintain accurate records, and follow up to ensure timely completion of each plan
- Communicate professionally with internal teams and external partners
Benefits
- W-2 compensation paid weekly
- Health, dental, vision, and life insurance after 90 days
- Holiday pay, PTO, and vacation
- 401(k) with company match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
