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Estate Planning Member Support Specialist

Job in St. Petersburg, Saint Petersburg, Pinellas County, Florida, 33701, USA
Listing for: Unitedplacementgroup
Full Time position
Listed on 2026-10-03
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 34000 - 52000 USD Yearly USD 34000.00 52000.00 YEAR
Job Description & How to Apply Below
Location: St. Petersburg

UF Resources is seeking a Member Services Coordinator to guide families through estate planning protections and connect them with attorneys for updates and settlements. The role is phone-based, on-site, and requires empathy with sensitive topics like wills and trusts.

We offer true W-2 employment with weekly pay, a predictable Monday–Friday schedule, benefits after 90 days, and a 401(k) with company match, supporting families through important planning steps.

This posting is for the Estate Planning Member Support Specialist role at Unitedplacementgroup, based in Bradenton, FL, United States.

We have an opening for a Estate Planning Member Support Specialist in Bradenton, FL, United States within Management & Operations, Sales.

This role, Estate Planning Member Support Specialist at Unitedplacementgroup, could be your next move.

Are you ready to take on the Estate Planning Member Support Specialist role at Unitedplacementgroup?

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