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Estate Planning Document Specialist - W-2, No Remote, Weekly Pay

United Placement Group

Job Description

Job Description

Document Review Specialist — W-2, Weekly Pay, Full Benefits, No Remote

Are you the person friends ask to proofread everything because you catch what everyone else misses? UF Resources is hiring a detail-driven Document Review Specialist to join our Member Services team at our University Park office, supporting estate-planning clients with accuracy and care.

Why This Role Stands Out

  • Stable, growing company — not a gig, not a contract, not commission-based
  • W-2 employee status with weekly pay
  • Monday–Friday, in-office schedule — no nights, no weekends, no remote
  • Full benefits (health, dental, vision, life) starting after 90 days
  • Holiday pay, PTO, vacation, and 401(k) with company match

What You'll Do

  • Review and proofread estate planning documents (trusts, wills, related forms) for accuracy and completeness
  • Coordinate member plan enrollments, updates, and replacements
  • Perform quality checks on reports and plan changes
  • Respond to member inquiries and collaborate with internal teams to resolve issues

What We're Looking For

  • Paralegal education, or 3+ years as a legal assistant, in insurance/benefits, or another document-heavy coordination role
  • Sharp attention to detail and comfort managing multiple files at once
  • Clear written and verbal communication skills
  • Proficient with Microsoft Office

If you take pride in getting the details right and want the stability of a true W-2 role with real benefits, apply today with your resume and a short note about your experience working with legal or financial documents.

Vacancy posted 2 days ago
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