Document Review & Member Plan Coordinator

United Placement Group
Bradenton, FL
Category Accounting
Job Description
Role 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.

What You Will Do

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.

Why It Might Be a Fit

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.

Requirements

  • 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

Benefits

  • Full-time, W-2 role with weekly pay
  • Health, dental, vision, and life insurance after 90 days
  • Holiday pay
  • PTO
  • Vacation
  • 401(k) with company match
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