- Professional
- Office in Bradenton
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!
Apply Now
