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