Operations Associate

Sentinel Group; Wakefield; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Sentinel Group is seeking a detail-oriented and team-oriented Operations Associate to join their growing Operations Team. This entry-level role focuses on plan operations, including payroll processing and client support tasks, providing an excellent launching point for a successful career in the financial services industry. The company offers a hybrid work environment and values innovative thinkers eager to embrace change and contribute positively to the team's dynamics.

Benefits

Flexible time off after 2 years of service

12 Paid Holidays

Community Volunteer Days

Summer Half Days

Life Insurance

Retirement Plan with 4% Employer Match

Qualifications

• Ability to manage multiple priorities
• Sincere interest in financial services industry (without prior experience)
• Excellent verbal and written communication skills.

Responsibilities

• Respond to incoming tickets from other departments
• Monitor and process contribution files.
• Assist internal teams with client inquiries.

Skills

Problem solving

Detail oriented

Multi-tasking

Effective communication

Tools

Microsoft Office

Job description

Join to apply for the Operations Associate role at Sentinel Group

Join to apply for the Operations Associate role at Sentinel Group

This role can be hybrid in Wakefield, MA or Troy, MI, or remote.

The Purpose of Your Role:
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.

What you'll bring to Sentinel:

• 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

What you’ll be responsible for:

• 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

About you:

We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. The financial services industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

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

What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

• 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
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, General Business, and Education

• Industries

  Wireless Services, Telecommunications, and Communications Equipment Manufacturing

Referrals increase your chances of interviewing at Sentinel Group by 2x

Get notified about new Operations Associate jobs in Wakefield, MA.

Payment Operations Specialist, CMT Payouts

Customer Operations & Analytics Associate

Boston, MA $63,000.00-$98,000.00 3 weeks ago

Client Operations Specialist - Enterprise | Remote, USA

Greater Boston $50,000.00-$52,000.00 3 weeks ago

Boston, MA $75,000.00-$93,750.00 2 weeks ago

Boston, MA $80,000.00-$110,000.00 1 day ago

GTM Strategy & Operations Manager -- Boston, MA

Boston, MA $115,000.00-$143,000.00 6 days ago

Greater Boston $137,500.00-$180,000.00 2 weeks ago

Senior Operations Program Manager - Taiwan Remote

Clinical Trial Associate / Sr. Clinical Trial Associate, Clinical Operations

Senior Manager, Business Process Operations

Boston, MA $126,494.00-$158,117.00 1 month ago

GCP Operational Quality Analytics Specialist

Boston, MA $99,500.00-$156,420.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.