Operations Agent - Freelance Project
Core
Process distributions and loans from retirement plans, verify participant information via calls, and gather documentation via email.
Role type
Operations Agent (retirement services)
Builds
Participant service transactions for retirement plans
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
Jira, Zendesk, Aircall, retirement plan processes, outbound calling, email communication, documentation, time-sensitive task management
Responsibilities
Process participant requests for distributions and loans accurately; adhere to regulatory requirements; handle high-volume time-sensitive tickets; make outbound calls to verify information; send emails to gather documentation; document interactions in tracking systems.
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