Operations Agent - Freelance Project
agency· Business & Professions
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the Operations Agent - Freelance Project position at agency?
The salary for this Operations Agent - Freelance Project role at agency is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Operations Agent - Freelance Project job at agency remote?
Yes, this Operations Agent - Freelance Project position at agency is remote, with team members based in APJ - Remote. You can work from home or anywhere in the supported regions.
Which team or department does the Operations Agent - Freelance Project at agency belong to?
This Operations Agent - Freelance Project position is part of the Business & Professions department at agency. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Operations Agent - Freelance Project position at agency?
Click the "Apply Now" button on this page. You will be redirected to agency's official application portal hosted on greenhouse where you can submit your application directly.
When was the Operations Agent - Freelance Project job at agency posted?
This Operations Agent - Freelance Project position at agency was posted on Mar 5, 2026. Apply as soon as possible — early applications are often reviewed first.
Operations Agent - Freelance Project
agency
You'll be redirected to agency's official application page on Greenhouse.