Document & Data Specialist
(Full time and Per Diem Opportunities)
Location: Woodcliff Lake, NJ (in-person)
Type: Full time and flexible Per-diem opportunities available
Compensation: Commensurate with experience
Overview:
We are a boutique divorce financial planning firm specializing in QDROs, settlement analysis, forensic financial reviews, and mediation support. Our clients include high-net-worth individuals, attorneys, and other divorce professionals who rely on us for meticulous, confidential, and timely financial expertise during one of the most critical transitions in their lives.
We are seeking detail-oriented, tech-savvy Document & Data Specialists to support our growing caseload and ensure that our documentation and data workflows are accurate, organized and secure.
Summary:
The Document & Data Specialist will be responsible for organizing, reviewing, extracting, and inputting data from a wide variety of sensitive financial and legal documents. This individual plays a vital behind-the-scenes role in preparing clean, audit-ready data sets and document packages that support case analyses, QDRO preparation, and client reports.
Key Responsibilities:
- Review, organize, and name legal and financial documents (e.g., court orders, retirement plan statements, tax returns, marital settlement agreements).
- Accurately extract critical data from tax returns, account statements, property records, and business documents.
- Prepare organized document packages for review by financial analysts and expert witnesses.
- Track document receipt and maintain version control using naming conventions and internal filing protocols.
- Perform quality checks on completed document packages and client deliverables.
- Flag missing information or inconsistencies in data sets and communicate clearly with internal staff.
- Maintain strict confidentiality and uphold secure document handling protocols at all times.
Required Qualifications:
- Strong proficiency in managing, naming, and organizing digital files, particularly PDF and Excel files.
- Strong communication and organizational skills.
- High level of professionalism and discretion, especially when handling sensitive financial or personal information
- Exceptional attention to detail and high accuracy in data entry.
- Ability to understand financial statements, tax returns, and investment documents.
- Tech-savvy and comfortable using tools such as Box, Google Workspace, Adobe Acrobat, Excel/Sheets, and project tracking tools.
- Strong written communication skills.
- Ability to work independently, with flexibility to respond to quick-turnaround assignments.
- Capacity to work efficiently under deadline pressure.
- Excellent time management skills.
Preferred Qualifications:
- Experience in a law firm, accounting firm, or related financial services role.
- Familiarity with retirement plan documentation, pension statements, or court filing procedures.
- Comfortable using automation tools or workflow software
Additional Requirements
- Candidates must be able to pass a comprehensive background check prior to engagement, due to the sensitive and confidential nature of the work.
Work Environment and Expectations:
- Start date: as soon as possible
- Potential for increased hours during peak seasons
- Ideal for a freelancer, paralegal, law student, or document specialist looking to work in a flexible, detail-driven setting.
To Apply, please complete the following application form. If you have any questions, please contact: [email protected]
Equal Opportunity Employer