Member Plan Coordinator - Estate Planning Documents | On-Site, Full Benefits in Palmetto

UF Resources – Bradenton, FL (On-site) Member Plan Coordinator & Document Review Specialist 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. What You’ll Do 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 What We’re Looking For 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 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 What You’ll Gain 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 To Apply Send your resume and a brief cover letter, if available, describing your relevant experience and why you’re a strong fit for the Member Plan Coordinator & Document Review role in our Bradenton office. #J-18808-Ljbffr Energy Jobline ZR