Document Review & Member Plan Coordinator - Sarasota / Bradenton (On Site)

Job Description

Job Description

Detail-driven role · W-2 with full benefits · Weekly pay · Stable growing company · No remote

Overview
We’re hiring a detail‑oriented professional to join our Member Services team at United Placement Group, supporting estate‑planning clients from our University Park office. In this role, you’ll review and proofread estate planning documents, coordinate member plan changes, and help ensure every plan is accurate and compliant.

Key responsibilities

• Review and proof documents (trusts, wills, related forms) for accuracy and completeness.
• Coordinate member plan enrollments, updates, and replacements.
• Perform quality checks on reports and plan changes.
• Respond to member inquiries and collaborate with internal teams to resolve issues.

Ideal background

• Paralegal education or 3+ years in legal assistant, insurance/benefits, or similar document‑heavy coordination role.
• Strong attention to detail and comfort managing multiple files.
• Clear written and verbal communication; proficient with Microsoft Office.

What we offer

• Full‑time, W‑2 role with weekly pay.
• Monday–Friday, in‑office schedule (no nights/weekends).
• Health, dental, vision, and life insurance after 90 days.
• Holiday pay, PTO, vacation, and 401(k) with company match.

How to apply
Apply directly with your resume and a short note about your experience working with legal or financial documents.