What are the responsibilities and job description for the Member Plan Coordinator position at United Placement Group?
An established estate planning firm undergoing significant expansion seeks dedicated professionals to join our team as a Member Plan Coordinator.
Location8725 Pendery Place, Suite 104, Bradenton, FL 34201
(Conveniently located behind BJs at UTC, exit 213)
Note: This is an IN-OFFICE position
Responsibilities- Review network attorney document submissions for Estate Plans & Replacements/Changes
- Coordinate all documentation to complete estate plan binders
- Work directly with network attorneys to assist with all document submissions
- Utilize tax statement and deed document knowledge to assist with funding deeds
- Experience in customer service and support
- Strong communication and interpersonal skills
- Proficient knowledge of Adobe Acrobat
- Exceptional skill with Microsoft Office product suite
- Ability to work independently while being a team player
- Capability to work under deadlines while maintaining attention to detail
- Stellar work ethic and commitment to excellence
- Strong proofreading skills
- Prior legal experience is helpful
Join our growing team and contribute to providing excellent estate planning services. Apply now to become an integral part of our organization as a Member Plan Coordinator.
- Paralegal degree or certification preferred.
- 3 years of experience in plan coordination or a related field.
- Excellent project management skills with the ability to prioritize and manage multiple tasks.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency with Microsoft Office and relevant software systems.
- Prior legal and/or insurance administration experience is helpful.
- W-2 Compensation paid weekly
- Health, Dental, Vision, and Life Insurance after 90 Days
- Holiday Pay, PTO and Vacation
- 401K w/ Company Match
