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

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.

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What this application asks

workable

First name, Last name, Email, Phone, Address, Education, Experience, Summary, Resume, Cover letter

Could you tell us about your experience reviewing documents for accuracy and completeness? What types of documents have you worked with, and what processes did you use to ensure quality? written answer
This is a full-time, on-site position at our Bradenton, FL office. Remote and hybrid work are not available now or in the future. Are you able to reliably commute to and work from this location full-time? yes / no
How would you describe your approach to managing multiple files, deadlines, and follow-ups? Can you share an example of how you've handled a high-volume workload? written answer
Which of the following best describes your professional background? Select the option that most closely matches. choose one
In your most recent role, which of the following best describes how you spent the majority of your day? choose one
What is the primary reason you're looking for a new opportunity right now? choose one
Minimum of 3 years of experience working in a related role, with a focus on estate planning or deed and title management. yes / no
Excellent project management skills with the ability to prioritize and manage multiple tasks. yes / no
Strong communication and interpersonal skills. yes / no
Ability to work independently and as part of a team. yes / no
Proficiency with Microsoft Office and relevant software systems. yes / no

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

What this application asks

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