Member Plan Coordinator - Estate Planning Documents | On-Site, Full Benefits
About The Position
UF Resources – Bradenton, FL (On-site) UF Resources is a fast-growing company in the estate planning and financial services space, and we’re hiring a Member Plan Coordinator & Document Review Specialist to support our estate planning creation department. If you’re detail-oriented, enjoy working with documents, and like being at the center of a well-coordinated process, this role could be a great fit for you. You’ll play a vital role in making sure member estate plans are accurate, complete, and organized in partnership with our network attorneys—directly impacting the quality of service our members receive.
Requirements
- Strong attention to detail and excellent organizational skills
- Comfort working with documents, records, and checklists in a fast-paced environment
- Professional written and verbal communication skills
- Ability to manage multiple files and deadlines at once
- Proactive, solutions-focused mindset with strong follow-through
Nice To Haves
- Experience in legal, financial services, insurance, real estate, title work, or other document-heavy roles is a plus, but not required if you bring transferable skills and a willingness to learn
Responsibilities
- Review network attorney document submissions for new estate plans and plan updates/changes
- Coordinate and organize all documentation needed to complete estate plan binders
- Work directly with network attorneys to obtain missing or corrected documents
- Use your understanding of tax statements and deed documents to help with deed funding
- Track case status, maintain accurate records, and follow up to ensure timely completion
- Communicate professionally with internal teams and external partners to keep cases moving
Benefits
- W-2 position with weekly pay
- Health, dental, vision, and life insurance after 90 days
- Holiday pay, PTO, and vacation
- 401(k) with company match
- A stable, growth-oriented environment in a company that is rapidly expanding
- Ongoing training, tools, and support so you can grow your skills and career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
