Estate Planning Doc Review & Plan Coordinator
Job in
Bradenton, Manatee County, Florida, 34205, USA
Listed on 2026-08-13
Listing for:
United Placement Group
Full Time
position Listed on 2026-08-13
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
United Placement Group is seeking a detail-oriented Member Services professional to review estate-planning documents and coordinate plan changes from our University Park office. You will ensure accuracy and compliance across trusts, wills, and related forms, while supporting member inquiries and inter-team collaboration.
The ideal candidate has paralegal education or 3+ years in a document-heavy coordination role, strong communication skills, and proficiency in Microsoft Office.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×