Estate Planning Document Specialist - W-2, No Remote, Weekly Pay
United Placement Group•Bradenton, FL
•Onsite
About The Position
UF Resources is hiring a detail-driven Document Review Specialist to join our Member Services team at our University Park office, supporting estate-planning clients with accuracy and care. This is a stable, growing company, not a gig, not a contract, and not commission-based. It is a W-2 employee status with weekly pay, Monday–Friday, in-office schedule — no nights, no weekends, no remote. Full benefits (health, dental, vision, life) starting after 90 days. Holiday pay, PTO, vacation, and 401(k) with company match.
Requirements
- Paralegal education, or 3+ years as a legal assistant, in insurance/benefits, or another document-heavy coordination role
- Sharp attention to detail and comfort managing multiple files at once
- Clear written and verbal communication skills
- Proficient with Microsoft Office
Responsibilities
- Review and proofread estate planning 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
Benefits
- health
- dental
- vision
- life
- Holiday pay
- PTO
- vacation
- 401(k) with company match
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
