Operations Agent - Freelance Project

Day-to-day you will be expected to

• 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.

REQUIREMENTS

The Necessities

• 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.
• Experience in high-volume, detail-oriented environments is a plus.