Member Services Document Specialist - Estate Planning (On-Site | Bradenton, FL)
About The Position
Detail-driven role · W-2 with full benefits · Weekly pay · Stable, growing company · No remote Looking for a professional, Monday–Friday role where your attention to detail truly matters? Join our Member Services team at UF Resources, supporting estate-planning clients from our Bradenton office. In this role, you’ll carefully review and proof estate planning documents, coordinate member plan changes, and help ensure every plan is accurate, compliant, and completed correctly the first time. With almost 45 years in business, UF Resources is a stable, growing company in the estate and financial planning space, offering a clear, structured workload and a supportive team environment.
Requirements
- Paralegal education or 3+ years in a legal assistant, insurance/benefits, or similar document-heavy coordination role.
- Strong attention to detail and comfort managing multiple files, documents, and deadlines.
- Clear written and verbal communication skills; proficient with Microsoft Office (Word, Excel, Outlook).
Nice To Haves
- Experience working with legal or financial documents is highly preferred.
Responsibilities
- Review and proof estate planning documents (trusts, wills, and related forms) for accuracy and completeness.
- Coordinate member plan enrollments, updates, amendments, and replacements.
- Perform quality checks on reports, plan changes, and documentation workflows.
- Respond to member inquiries and collaborate with internal teams to resolve issues and ensure timely follow-through.
- Maintain organized, up-to-date electronic files and documentation according to internal standards.
Benefits
- Health, dental, vision, and life insurance after 90 days.
- Holiday pay, PTO, vacation, and 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
