Member Plan Coordinator

 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!