APJ - Remote•Worldwide - Remote
Remote
Entry Level
Full Time
7 days ago
💰$5/hour
freelanceremoteoperations
Requirements
- •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
What You'll Do
- •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
Nice to Have
- •Experience in high-volume, detail-oriented environments
About Invisible Agency
Clients give us complex business problems and we become their operations, automation, and AI partner to deliver operational breakthroughs.
San Francisco, CA, US
250 - 500
IT Services