Operations Agent - Freelance Project

Invisible Expert Marketplace

Remote
Hourly rate: $5 ph
Remote
Process participant requests
Adhere to company procedures
Handle high volume tickets
Process participant requests for distributions and loans from retirement plans accurately and efficiently

Job Summary

  • Process participant requests for distributions and loans from retirement plans accurately and efficiently.
  • Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
  • Collaborate with team members to improve workflows and ensure participant satisfaction.

Matching Summary

Process participant requests for distributions and loans from retirement plans accurately and efficiently.

Salary

Hourly Rate: $5

Skills & Requirements

Must-have

  • Process participant requests
  • Adhere to company procedures
  • Handle high volume tickets
  • Make outbound calls to participants
  • Send professional emails
  • Document participant interactions

Nice-to-have

  • Thrives in fast-paced environment
  • Eager to learn and grow
  • Open to feedback

Key Requirements

  • Familiarity with Jira, Zendesk, Aircall
  • Understanding of retirement plans
  • Strong verbal and written communication skills
  • Exceptional organizational skills
  • Willingness to learn and adapt

Work Rights

Not specified

Tailored Resume

Cover Letter