Urgent Hiring: On-Site Legal Document Review Role

United Placement GroupBradenton, FL
Onsite

About The Position

UF Resources is growing quickly, and we are actively seeking an experienced, detail-oriented professional to join our team as a Member Plan Coordinator, Legal Document Review Specialist. This is an excellent opportunity for someone who thrives in a fast-paced, document-driven environment and wants to build a long-term career with a stable, expanding company in the estate planning and financial services space. The role is fully on-site in Bradenton, with consistent Monday through Friday hours from 8:00 a.m. to 4:30 p.m. In this role, you will play a critical part in the estate planning creation process by reviewing attorney-submitted documents, coordinating required paperwork, communicating with network attorneys regarding missing or corrected items, and helping ensure estate plan files are accurate, complete, and moving efficiently through the process. The position also involves tracking case status, maintaining organized records, and supporting deed funding through review of tax statements and deed documents.

Requirements

  • Experienced, detail-oriented professional
  • Experience in legal, financial services, insurance, title, real estate, or other document-heavy environments where accuracy, organization, and follow-through are essential
  • Strong communication skills
  • Ability to manage multiple files at once
  • Proactive, solutions-focused mindset

Responsibilities

  • Reviewing attorney-submitted documents
  • Coordinating required paperwork
  • Communicating with network attorneys regarding missing or corrected items
  • Ensuring estate plan files are accurate, complete, and moving efficiently through the process
  • Tracking case status
  • Maintaining organized records
  • Supporting deed funding through review of tax statements and deed documents

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Holiday pay
  • PTO
  • Vacation
  • 401(k) with company match
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