Estate Planning Document Review Specialist — On Site

Unitedplacementgroup; Bradenton (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance after 90 days

Dental insurance after 90 days

Vision insurance after 90 days

Life insurance after 90 days

Holiday pay

Job summary

UF Resources is seeking a Document Review Specialist for our on-site Member Services team in University Park. You will review trusts and wills for accuracy and coordinate plan-related updates, all in a full-time, in-office role with weekly pay.

The ideal candidate has paralegal education or 3+ years of document-heavy coordination experience, strong attention to detail, and excellent communication skills. This is a permanent, benefits-eligible position with a stable employer.

Qualifications

• Paralegal education or 3+ years of legal assistant, insurance/benefits, or similar document-heavy coordination experience.
• Eye for detail and accuracy in reviewing estate-planning documents.
• Excellent written and verbal communication skills.

Responsibilities

• Review and proof trusts, wills, and related estate planning forms for accuracy.
• Coordinate member plan enrollments, updates, and replacements.
• Run quality checks on reports and plan changes.

Skills

Eye for detail

Strong communication

Microsoft Office

Education

Paralegal education or 3+ years of legal assistant experience

Tools

Microsoft Office

Job description

UF Resources is seeking a Document Review Specialist for our on-site Member Services team in University Park. You will review trusts and wills for accuracy and coordinate plan-related updates, all in a full-time, in-office role with weekly pay.

The ideal candidate has paralegal education or 3+ years of document-heavy coordination experience, strong attention to detail, and excellent communication skills. This is a permanent, benefits-eligible position with a stable employer.