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Operations Agent (Distributions and Loans)

Worldwide - Remote

Operations Agent (Distributions and Loans)

Start a career in tech: Join the team that’s supporting the latest cutting-edge AI language models.

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The Business Context

You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as a way to unlock your screen. But here’s what AI may be able to help the world with: finding medical diagnoses, teaching you about scientific research, and calculating the complexities of any function. 

But, like humans, algorithms are what they eat. They’re only as good as the rules they know and the data they’re trained on. We’re the team that helps model these behaviors.

Job Summary:

We are seeking a detail-oriented and proactive Operations Associate 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 managing 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 coaching 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, adapt to new challenges, and grow within the role.
● Experience in high-volume, detail-oriented environments is a plus.

MUST be able to have completed BACKGROUND CHECK for the project.

Compensation

  • Type: Hourly
  • Remuneration: $5 per hour. 
  • Role: full-time and Exclusive commitment

 

 

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