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