Operations Associate: Payroll & Retirement Ops (Hybrid)

Sentinel Group

Wakefield (NE)

Hybrid

USD 38,000 - 52,000

Full time

10 days ago
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Benefits offered by this job

PTO (vacation, sick, personal time)
Flexible time off after 2 years
12 Paid Holidays
Retirement Plan with 4% Employer Match
Parental Leave

Job summary

Sentinel Group is recruiting an entry-level Operations Associate to join our Operations Team. The role offers hybrid work in Wakefield, MA or Troy, MI or remote, with a focus on payroll processing, rollover activities, and loan payoff operations.

You will learn and support core Inflow processes, maintain accuracy, and contribute to team projects to improve capacity and timeliness. A proactive mindset and attention to detail are essential for success.

Qualifications

  • Demonstrated problem solving and operational thinking.
  • Interest in financial services and retirement plan operations.
  • Willingness to learn new systems and processes.
  • Ability to work in a fast-paced, collaborative environment.
  • Strong attention to detail and accuracy.
  • Proactive mindset and initiative to improve processes.
  • Interest in practical process improvements and team capacity.

Responsibilities

  • Payroll, rollover, and loan payoff operations.
  • Monitor, process, and reconcile payroll files in recordkeeping systems.
  • Initiate funding requests and reconcile deposits for payroll contributions.
  • Generate and review payroll reports.
  • Process and post payroll contributions, rollover, and loan payoff transactions.
  • Perform cash reconciliation with custodial partners.
  • Quality control reviews of data per standards.
  • Identify discrepancies and potential errors before downstream impact.
  • Collaborate with teammates and internal partners to resolve issues.
  • Communicate items that may affect payroll processing to the team.
  • Participate in process improvements and special projects.

Skills

Problem solving
Operational thinking
Willingness to learn
Team collaboration
Attention to detail
Initiative
Customer-focused mindset

Education

ASPPA RPF modules

Tools

CRMs
Recordkeeping platforms

Job description

Sentinel Group is recruiting an entry-level Operations Associate to join our Operations Team. The role offers hybrid work in Wakefield, MA or Troy, MI or remote, with a focus on payroll processing, rollover activities, and loan payoff operations.

You will learn and support core Inflow processes, maintain accuracy, and contribute to team projects to improve capacity and timeliness. A proactive mindset and attention to detail are essential for success.

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