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, not commission-based. It is a W-2 employee status with weekly pay, Monday-Friday, in-office schedule with no nights, no weekends, and no remote work. Full benefits (health, dental, vision, life) start after 90 days. Benefits also include 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 insurance
- Dental insurance
- Vision insurance
- Life insurance
- 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
