Operations Agent - Freelance Project
We are seeking a detail-oriented and proactive Operations Agent to join our team.
Hiring companyMeridial by Invisible Technologies
About the role
Project Description - Operations Agent (Distributions & Loans).
In this role, you will be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. The ideal candidate thrives in a fast-paced environment, enjoys working with time-sensitive tasks, and is eager to learn and grow within the retirement services industry.
Responsibilities
- Process participant requests for distributions and loans from retirement plans accurately and efficiently.
- Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
- Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
- Make outbound calls to participants to verify information or clarify details related to requests.
- Send professional, concise emails to participants to gather required supporting documentation.
- Accurately document participant interactions and outcomes within Jira and other tracking systems.
- Collaborate with team members to improve workflows and ensure participant satisfaction.
- Be open to feedback and continuously strive for improvement in skills and knowledge.
Required skills
- Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software.
- Understanding of retirement plans and associated processes (e.g., loans, distributions).
- Strong verbal and written communication skills for participant outreach and documentation.
- Exceptional organizational skills and the ability to manage competing priorities.
- Willingness to learn and adapt to new challenges.
Preferred skills
- Experience in high-volume, detail-oriented environments is a plus.
Schedule details
Hours: 9am - 6pm ET.
Eligibility
Work arrangement: Fully remote
Eligible regions: APJ
Compensation details
$5 per hour.
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