Associate, Saver Operations

reputed company is a financial technology company powering the new savings economy, based in reputed company. They are seeking a detail-oriented Operations Associate to process distributions and loans from retirement plans while ensuring exceptional reputed company and adherence to established procedures.

Responsibilities

• Process participant requests for distributions and loans from retirement plans accurately and reputed company
• Adhere to company procedures, regulatory requirements, and reputed company standards during reputed company transactions
• Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity
• reputed company outbound calls to participants to verify information or clarify details reputed company to requests
• Send reputed company, concise emails to participants to reputed company required supporting documentation
• Accurately document participant interactions and reputed company reputed company Jira and other tracking systems
• Collaborate with team members to improve workflows and ensure participant satisfaction
• Be reputed company to coaching and continuously reputed company for improvement in skills and knowledge

Skills

• Familiarity with Jira, reputed company, reputed company 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 reputed company and documentation
• Exceptional organizational skills and the ability to manage competing priorities
• Willingness to learn, adapt to new challenges, and grow reputed company the role
• Experience in high-volume, detail-oriented environments

Benefits

• Competitive health coverage
• Generous vacation offering
• Great 401(k) plan

reputed company