Operations Associate

Sentinel Group•Wakefield, MA

20d•$45,000 - $50,000•Hybrid

About The Position

We are seeking a team-oriented professional for our Operations Team. The role offers a way to work in a fun, fast-paced work environment while providing the opportunity for operationally minded individuals to begin their journey within the organization and start their career in Operations. The Operations Associate will perform a variety of functions as it relates to entry-level plan operations such as payroll processing, check issuance and distribution processing. The ideal candidate will be able to effectively communicate, multi-task and prioritize responsibilities based on the needs of the team and clients and be a team player.

Requirements

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

Nice To Haves

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

Responsibilities

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

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 4% Employer Match
Parental Leave