Founded in 2015 to help overworked, stressed-out people, Invisible Technologies offers custom operations support to scaling small and midsized businesses (SMBs)
Operations Agent
Location
United States
Posted
87 days ago
Salary
$5 / hour
Seniority
Senior
Job Description
Operations Agent
Invisible Technologies
• 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.
Job 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.
- Experience in high-volume, detail-oriented environments is a plus.
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