Operations Agent - Freelance Project

Benefits

Parental leave

Not verified

Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

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Childcare support

Not verified

Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Operations Agent - Freelance Project APJ - Remote Project Description - Operations Agent (Distributions & Loans) Hours: 9am - 6pm ET Hourly Rate: $5 WHO ARE WE LOOKING FOR? We are seeking a detail-oriented and proactive Operations Agent to join our team. 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. WHAT WILL YOU BE DOING? 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

Read the full description at job-boards.eu.greenhouse.io. FewerJobs shows a preview and links to the original posting.