Communication Skills, Detail Oriented, Documentation Review, Estate Planning, File Management, Financial Services, Follow Through, Funding, Insurance, Legal, Legal Documents, Organizational Skills, Presentation/Verbal Skills, Property Insurance, Time Management, Writing Skills
UF Resources – Bradenton, FL (On-site)
Full-Time | Monday–Friday | 8:00 AM–4:30 PM
UF Resources is growing and seeking a detail-oriented professional to join our team as a Member Plan Coordinator – Legal Document Review Specialist. This is a great opportunity for someone who works well 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.
What you’ll do
- Review attorney-submitted estate planning documents for accuracy, completeness, and compliance with internal requirements.
- Coordinate required paperwork and follow up on missing or corrected items with network attorneys.
- Track case status and maintain organized, accurate file records throughout the planning process.
- Support deed funding by reviewing tax statements and deed-related documents.
What we’re looking for
- Experience in legal, financial services, insurance, title, real estate, or another document-heavy environment.
- Strong attention to detail, organization, and follow-through.
- Ability to manage multiple files and deadlines with accuracy.
- Clear and professional written and verbal communication skills.
- Proactive, solutions-focused mindset.
- Paralegal degree, certificate, or related legal training preferred.
Why join UF Resources
- Full-time, on-site role with consistent Monday–Friday hours.
- Weekly pay and W-2 employment status.
- Benefits package includes health, dental, vision, and life insurance after 90 days, plus PTO, holiday pay, vacation, and 401(k) with company match.
- Opportunity for advancement as UF Resources continues to grow.
If you are an experienced candidate looking for a stable on-site role where your accuracy and organization make a real impact, apply today.