Member Plan Coordinator/Document Review - ON-SITE

Member Plan Coordinator – Estate Planning Support
UF Resources – Bradenton, FL (On-site)

UF Resources is a fast-growing company in the estate planning and financial services space, and we’re looking for a Member Plan Coordinator to join our expanding team. If you are detail-oriented, enjoy working with documents, and like being at the center of a coordinated process, this role could be a great fit.

About UF Resources

UF Resources is experiencing tremendous growth, and we are seeking career-minded professionals who align with our vision and values. We pride ourselves on a supportive, dynamic work environment where team members can grow both personally and professionally.

Position: Member Plan Coordinator

As a Member Plan Coordinator, you’ll play a vital role in making sure member estate plans are accurate, complete, and properly organized in partnership with our network attorneys.

Key Responsibilities

• Review network attorney document submissions for estate plans and plan replacements/changes
• Coordinate and organize all documentation needed to complete estate plan binders
• Work directly with network attorneys to assist with all document submissions and outstanding items
• Utilize your knowledge of tax statements and deed documents to assist with funding deeds
• Track case status, maintain accurate records, and follow up to ensure timely completion of each plan
• Communicate professionally with internal teams and external partners

What We’re Looking For

• Strong attention to detail and organizational skills
• Comfort working with documents, records, and checklists
• Professional written and verbal communication
• Ability to manage multiple files and deadlines at once
• A proactive, solutions-focused mindset and strong follow-through

Experience in legal, financial services, insurance, real estate, title work, or similar document-heavy roles is a plus, but not required if you can demonstrate transferable skills and a willingness to learn.

Benefits

• W-2 compensation paid weekly
• Health, dental, vision, and life insurance after 90 days
• Holiday pay, PTO, and vacation
• 401(k) with company match

At UF Resources, ongoing learning and development are core to who we are. We value each team member’s expertise and provide the training, tools, and support you need to succeed and grow.

If you are searching for a career that offers growth, purpose, and fulfillment, we encourage you to apply.

We appreciate your interest in UF Resources and look forward to exploring whether this opportunity is the right next step for you.