Operations Associate

2 weeks ago

Wakefield, United States Sentinel Group Full time

This role can be hybrid in Wakefield, MA or Troy, MI, or remote.

**The Purpose of Your Role**:
**What you'll bring to Sentinel**:

- A passion for problem solving and operational thinking
- A sincere interest in working within/learning the financial services industry (if you don't have financial services experience).
- Ability to work well in a fast-paced and collaborative environment
- Detail oriented thinking

**What you’ll be responsible for**:

- Respond to incoming tickets from other departments
- Monitor, process, and reconcile contribution files for retirement and reimbursement plans through our recordkeeping systems.
- Initiate funding requests (ACH) and reconcile received deposits for plan contributions
- Generate and review various contributions reports
- Process and post participant contributions, rollovers, loan payment, and loan payoff transactions
- Perform cash reconciliation activities for our custodial partners
- Assist internal teams with responding to client inquiries
- Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)
- Process distribution and loan requests
- Monitor status of Distribution and loan requests
- Monitor Inbox and log distribution and loan requests to Sales Logix
- Follow up with client and/or Plan Consultant on NIGO requests
- Perform QC of data in accordance with departmental standards
- Assist client service and Plan consultants in answering client inquiries
- Perform other duties and participate in special projects as assigned

**A**bout you**:
We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. The financial services industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

**Preferred qualifications**:

- Proven ability to take initiative and be a self-starter in handling issues
- Excellent verbal and written communication skills
- Demonstrated ability to consistently deliver a superior level of productivity and quality service
- Demonstrated organizational skills and ability to manage multiple priorities
- Ability to work in a team environment
- Ability to track and meet deadlines
- Proficiency in MS Office
- Have successfully completed or working to complete the ASPPA RPF modules

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

**Some of our Benefits**:

- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 3.75% Employer Match
- Parental Leave

**Who we are**:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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