Member Plan Coordinator

As a Member Plan Coordinator at our estate planning firm, your primary responsibilities include reviewing network attorney document submissions, coordinating all documentation required for estate plan binders, and managing change requests. You’ll ensure all documents pass quality checks before execution and serve as the principal contact for network attorneys throughout this process.

To qualify for the Member Plan Coordinator position, at least 3 years of experience in plan coordination or a related field is required. Preferred candidates should have a paralegal degree or certification, and prior legal experience is helpful. Proficiency in Microsoft Office and Adobe Acrobat is essential for this role.

The Member Plan Coordinator position is an in-office role located at 8725 Pendery Place, Suite 104, Bradenton, FL. This allows for close collaboration with other team members and provides a vibrant working environment.

Our Member Plan Coordinator position comes with a competitive W-2 compensation package, weekly pay, health, dental, vision, and life insurance after 90 days of employment. Additionally, you can enjoy holiday pay, PTO, vacation, and a 401K plan with company matching.

Beneficial skills for a Member Plan Coordinator include strong communication and interpersonal abilities, proficiency in project management, and exceptional attention to detail. Experience with customer service, legal documentation, and proficiency in relevant software can greatly enhance your success in this role.

It's crucial to highlight specific experiences where you managed documentation in terms of organization, quality control, and timelines. Provide examples of any tools you used, like Microsoft Office or Adobe Acrobat, and discuss how you ensured accuracy in document submissions.

Share your time management skills and any tools you use for prioritizing tasks. Discuss how you break projects into manageable steps and communicate effectively with team members to stay on track and deliver on time.

Discuss your approach to communication, emphasizing professionalism and clarity. Describe how you would reach out to the attorney to clarify the issues, provide constructive feedback, and work toward a solution while maintaining good relationships.

Good communication is essential for preventing misunderstandings and ensuring that all parties are on the same page regarding document expectations. Discuss how it fosters collaboration and trust among network attorneys and within the team.

Provide a brief overview of the estate planning process, touching on key documents like wills, trusts, and powers of attorney. Highlight your willingness to learn more and adapt to the nuances of the role as you grow.

Share a specific example that demonstrates your attention to detail and your proactive stance in correcting errors. Discuss the process you followed to rectify the issue and how it contributed to positive outcomes.

Explain your approach to prioritization, possibly using a system that helps you distinguish urgent tasks from those that can wait. Highlight any methods you use, such as to-do lists or digital project management tools.

Emphasize the importance of collaboration and how working closely with attorneys and team members can enhance efficiency and effectiveness. Provide examples of how you successfully worked in teams in previous roles.

List the software tools you are proficient in, especially Microsoft Office and Adobe Acrobat, explaining how you have used them in document management. Be ready to discuss any relevant training or experience you've had with these applications.

Convey your enthusiasm for the role by mentioning aspects such as the company's reputation, culture, and alignment with your career goals. Show that you've researched the firm and are passionate about contributing to its mission.