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.

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.

Operations Agent

Key skills