United Placement Group

Estate Planning Document Specialist - Bradenton / Sarasota

United Placement Group  •  Bradenton, FL (Onsite)  •  3 hours ago
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Job Description

Estate Planning Document Specialist – Bradenton / Sarasota

Alternate board title: Document Review Specialist – Estate Planning, Bradenton (On-Site)

UF Resources · Bradenton, FL (On-Site, near UTC and I-75) · Full-Time W-2 · Pay based on experience, paid weekly

Catch what everyone else misses. Review trusts, wills, and related estate planning documents for accuracy and completeness on our Member Services team. Monday–Friday, in office, no nights or weekends.

What you’ll do

  • Proofread trusts, wills, and related forms for accuracy and completeness
  • Coordinate member plan enrollments, updates, and replacements
  • Run quality checks on reports and plan changes
  • Answer member questions on document status and resolve issues with internal teams

Required

  • 3+ years in any one of: legal assistant work, insurance or benefits, or another document-heavy coordination role
  • Strong attention to detail; comfortable juggling multiple files
  • Clear written and verbal communication; proficient with Microsoft Office
  • Live in the Bradenton–Sarasota area and work on-site full time

Preferred: paralegal certificate. This role does not draft documents or give legal advice.

Benefits: health, dental, vision, and life after 90 days; paid holidays, PTO, vacation; 401(k) with company match.

To apply: send your resume and a short note about your experience with legal or financial documents.

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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