Operations Processor

We are looking for a detail-focused Operations Processor to join a retirement and wealth planning organization in Bridgewater, New Jersey. This is a long-term contract opportunity ideal for someone comfortable handling claims-related paperwork, entering data with precision, and supporting retirement account administration in a part-time capacity.

About the role

The position works closely with advisors and operations personnel to help keep documentation accurate, complete, and up to date.

Responsibilities

• Examine incoming claims files and supporting records to ensure documents are organized and ready for processing.
• Input client, account, and claim details into internal platforms with a high level of accuracy and consistency.
• Check forms for omissions, discrepancies, or incomplete information and coordinate follow-up with internal staff when corrections are needed.
• Provide administrative support for pension, retirement plan, and investment account paperwork, including materials connected to Fidelity and similar providers.
• Monitor the progress of submitted claims and maintain clear records of status changes, updates, and outstanding items.
• Protect sensitive personal and financial data by following confidentiality and documentation handling standards.
• Communicate with advisors and operations team members regarding submission requirements, missing information, and processing timelines.
• Contribute to additional operational and administrative tasks as business needs evolve.

Requirements

• Previous experience in data entry, claims support, financial services administration, retirement services, pensions, benefits administration, or a related area.
• Working knowledge of retirement plans, pension documentation, investment account forms, or related account materials is strongly preferred.
• Demonstrated accuracy and close attention to detail when reviewing and entering information.
• Proficiency with Microsoft Office applications, especially Excel and Outlook.
• Ability to balance multiple assignments, stay organized, and meet deadlines in a fast-moving environment.
• Strong written and verbal communication skills for coordinating with internal stakeholders.
• Sound judgment and discretion when managing confidential client information.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.
• Access to free online training.