Investment Operations Specialist
2 days ago
Sentry is seeking a skilled administrative and operational support professional to join our Investments department. As an Investment Operations Technician, you will play a critical role in ensuring the smooth operation of our investment processes.
Key Responsibilities- Monitor security trades for accurate allocations and settlements, and communicate with portfolio managers, brokers, and custodian banks to resolve discrepancies.
- Input securities transactions and other applicable data into accounting, trading, and investment management systems to ensure timely and accurate information for investment decisions.
- Complete and submit various custom forms, move, and/or adjust investments, ensuring accurate amounts, locations, and timing.
- Coordinate with internal and external stakeholders to complete brokerage account applications and ongoing compliance requests.
- Run, verify, and distribute reports to team members that provide insights on investment positions, activity, and policy compliance.
- Receive, read, organize, and prioritize physical and electronic mail for the department, and respond to inquiries as possible.
- Associate Degree or equivalent work experience.
- Minimum 2 years of related work experience in office support, banking, investments, or a related field.
- Attention to detail and effective communication skills.
- Ability to work well under time constraints and learn investment-related software.
- A competitive compensation package, including a 401(K) plan with a dollar-for-dollar match on the first eight percent.
- Continued education and career development through Sentry University (SentryU) and a tuition reimbursement program.
- A generous Paid-Time Off plan and Volunteer-Time Off policy.
- Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits.
We take pride in being one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. We offer a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
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HR Operations Specialist
1 day ago
Stevens Point, Wisconsin, United States Sentry Insurance Group Full timeAbout Sentry Insurance GroupWe are a leading insurance company dedicated to making a real impact for our customers and employees. To achieve this, we need talented individuals who share our vision and values.Job SummaryWe are seeking an HR Operations Specialist to join our team. As an HR Operations Specialist, you will play a critical role in supporting the...
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IT Operations Specialist
4 weeks ago
Stevens Point, Wisconsin, United States Sentry Full timeAbout SentrySentry is a leading insurance company that offers a unique work environment and opportunities for growth and development.Job SummaryWe are seeking an IT Operations Technician to join our team. As an IT Operations Technician, you will be responsible for monitoring and maintaining the health of our IT systems, applications, and web services. You...
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Operations Technician
2 days ago
Stevens Point, Wisconsin, United States Sentry Insurance Full timeAbout the RoleSentry Insurance is seeking a skilled administrative and operations support professional to join our Investments department. As an Operations Technician, you will play a critical role in ensuring the smooth operation of our financial systems and processes.Key ResponsibilitiesMonitor security trades for accurate allocations and settlements,...
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Travel Nurse ICU Specialist
4 weeks ago
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Travel Nurse ICU Specialist
2 weeks ago
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Travel Nurse ICU Specialist
1 week ago
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Travel Nurse ICU Specialist
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Warehouse Operations Specialist
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