Sentinel Group is hiring a
Operations Associate

Summary

The job is for an Operations Associate at Sentinel Group, which can be hybrid or remote. The role involves performing various functions related to entry-level plan operations such as payroll processing and check issuance. The ideal candidate should have a passion for problem solving, be detail oriented, and able to work in a fast-paced environment.

Requirements

• A passion for problem solving and operational thinking
• Ability to work well in a fast-paced and collaborative 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
• 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

Preferred Qualifications

• 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 & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave