Role overview

Qualifications

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.

Responsibilities

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.

Key facts

Remote from: Anywhere
Freelance
English

Hard skills

Process Management JIRA Zendesk Retirement Planning

Other skills

Time Management
Detail Oriented
Communication
Organizational Skills

About the company

Invisible Technologies Inc.

Management Consulting

Invisible is the operations innovation company transforming how companies are built and run. We are a tech-enabled service providing solutions to the world’s most complex business problems. Driven by our proprietary process orchestration platform, we seamlessly integrate advanced AI and automation with a global network of over 6,000 experts. This powerful combination delivers new capabilities and eliminates barriers to execution for our clients, unlocking unprecedented efficiency, scale, and growth opportunities.

Company details

Company typeLarge

IndustryManagement Consulting

Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

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 and adapt to new challenges.
Experience in high-volume, detail-oriented environments is a plus.

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