Operations Processor

Job Description

Job Description

We are looking for a detail-focused Operations Processor to join a retirement and wealth planning organization in Bridgewater, New Jersey. This Long-term Contract opportunity is ideal for someone who is comfortable handling claims-related paperwork, entering data with precision, and supporting retirement account administration in a part-time capacity. The position works closely with advisors and operations personnel to help keep documentation accurate, complete, and up to date. Candidates with experience in retirement services, pension administration, or financial documentation will be especially well suited for this role.

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.• 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.