Retirement Ops Specialist - Distributions & Loans

Meridial; United States; Remote; USD 5,682 - 8,093; Part time

Job summary

Meridial in the United States is seeking a proactive Operations Agent for processing distributions and loans from retirement plans. In this role, you will handle participant requests, ensuring accuracy and compliance with established procedures.

The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and be comfortable using task management software like Jira. This position values a detail-oriented approach and offers opportunities for growth within the retirement services industry.

Qualifications

• Familiarity with Jira, Zendesk, or similar task management software.
• Strong verbal and written communication skills.
• Exceptional organizational skills and ability to manage priorities.

Responsibilities

• Process requests for distributions and loans from retirement plans accurately.
• Make outbound calls to verify information with participants.
• Document interactions within Jira and track outcomes.

Skills

Detail-oriented

Strong verbal communication

Organizational skills

Written communication

Willingness to learn

Tools

Jira

Zendesk

Aircall

Job description

Meridial in the United States is seeking a proactive Operations Agent for processing distributions and loans from retirement plans. In this role, you will handle participant requests, ensuring accuracy and compliance with established procedures.

The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and be comfortable using task management software like Jira. This position values a detail-oriented approach and offers opportunities for growth within the retirement services industry.