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Member Plan Coordinator - Legal Document Review Specialist

Job Description - Member Plan Coordinator - Legal Document Review Specialist

Description

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.

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