Hybrid Operations Associate: Payroll & Rollover

Sentinel Group

United States

Hybrid

USD 43,000 - 53,000

Full time

10 days ago
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Benefits offered by this job

PTO
Flexible time off after 2 years of 서비스
12 Paid Holidays
Community Volunteer Days
Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave

Job summary

Sentinel Group in Wakefield, MA or Troy, MI—or remote—seeks an entry-level Operations Associate to support Payroll, Rollover, and Loan Payoff operations within our Inflow team.

You’ll learn core processes, build operational discipline, and collaborate in a fast-paced environment. A proactive mindset, strong attention to detail, and a curiosity for improving workflows will help you contribute to team projects and drive timely, accurate results.

Qualifications

  • Passion for problem solving and operational thinking.
  • Interest in learning the financial services industry and retirement plan operations.
  • Willingness to learn new systems, processes, and technologies.
  • Ability to work well in a fast-paced, collaborative environment.
  • Strong attention to detail and a commitment to accuracy.
  • Proactive mindset and willingness to take initiative when you identify an issue or opportunity.
  • Interest in finding practical ways to improve processes, reduce rework, and create capacity for the team.

Responsibilities

  • Monitor, process, and reconcile payroll files for retirement plans through our recordkeeping systems.
  • Initiate funding requests, including ACH transactions, and reconcile received deposits for payroll contributions.
  • Generate and review payroll reports.
  • Process and post payroll contributions, rollover transactions, and loan payoff transactions.
  • Perform cash reconciliation activities for our custodial partners.
  • Monitor, research, and respond to internal and external inquiries regarding Inflow transactions.

Skills

Problem solving
Operational thinking
Willingness to learn
Team collaboration
Attention to detail
Proactive mindset
Process improvement

Job description

Sentinel Group in Wakefield, MA or Troy, MI—or remote—seeks an entry-level Operations Associate to support Payroll, Rollover, and Loan Payoff operations within our Inflow team.

You’ll learn core processes, build operational discipline, and collaborate in a fast-paced environment. A proactive mindset, strong attention to detail, and a curiosity for improving workflows will help you contribute to team projects and drive timely, accurate results.

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