United Placement Group

Document Review & Member Plan Coordinator - Sarasota / Bradenton (In‑Office)

United Placement Group  •  Bradenton, FL (Onsite)  •  1 day ago
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Job Description

Detail-driven role · W-2 with full benefits · Weekly pay · Stable growing company · No remote


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.

Requirements

Benefits

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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