Jobs Companies United Placement Group Document Review & Member Plan Coordinator - Sarasota / Bradenton (On Site)

Sobre este puesto de Document Review & Member Plan Coordinator - Sarasota / Bradenton (On Site) en United Placement Group

United Placement Group · Presencial · Bradenton, Florida, United States

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.

¿Listo para postularte en United Placement Group?
Postúlate en United Placement Group

Sobre United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

Ver todos los empleos en United Placement Group →

Empleos similares

United Placement Group
Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting
United Placement Group
⚡ Postúlate pronto Killeen, Texas, United States · restringido por ubicación
● Nuevo 👁 Visto ✓ Postulado hace 1d
United Placement Group
Member Experience Coordinator - Customer Service & Estate Planning Support
United Placement Group
⚡ Postúlate pronto Bradenton, Florida, United Sta... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
United Placement Group
Sales Job w a Purpose - Outside Sales Expert - Qualified set Appointments
United Placement Group
⚡ Postúlate pronto Lebanon, New Hampshire, United... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
United Placement Group
Financial Advisor - Insurance & Retirement Planning (Hybrid, 1099)
United Placement Group
⚡ Postúlate pronto St. Petersburg, Florida, Unite... Híbrido
● Nuevo 👁 Visto ✓ Postulado hace 2d
United Placement Group
Appointment Setter - $16/hr Base + $50/Qual Appt - Weekly Pay (Bradenton, FL)
United Placement Group
⚡ Postúlate pronto Bradenton, Florida, United Sta... Presencial $33,280–$33,280
● Nuevo 👁 Visto ✓ Postulado hace 2d
United Placement Group
Estate Planning Document Review Specialist
United Placement Group
⚡ Postúlate pronto Bradenton, Florida, United Sta... Presencial $35,000–$45,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
United Placement Group
Estate Planning Attorney, Great Additional Income, Qualified Candidates, No Cost
United Placement Group
⚡ Postúlate pronto Morgantown, West Virginia, Uni... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2sem
United Placement Group
A Sales Job w Purpose, 100K+, Qualified Pre-Set Appointments, No Prospecting
United Placement Group
⚡ Postúlate pronto Chattanooga, Tennessee, United... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2sem
United Placement Group
Territory Sales Manager, A Sales Job w Purpose ,Qualified Pre-Set Appointments
United Placement Group
⚡ Postúlate pronto Burlington, Vermont, United St... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2sem

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en United Placement Group

Ver todos los empleos en United Placement Group →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis