Operations Associate

Sentinel Group is a leading employee benefits firm dedicated to positively impacting the lives of clients and communities. They are seeking an Operations Associate to join their team, responsible for performing entry-level plan operations, including payroll processing and client inquiries, while thriving in a fast-paced environment. 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 Skills - 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 - Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.) - 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 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 & STDR - Retirement Plan with 4% Employer Match - Parental Leave Company Overview - Sentinel Group is the employee benefits provider who makes it EASY: easy for your people; easy for your business; and easy for you. It was founded in 1987, and is headquartered in Wakefield, Massachusetts, USA, with a workforce of 201-500 employees. Its website is http://sentinelgroup.com.