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Contributions Associate

Sentinel Benefits & Financial Wakefield, MA

  • Posted: over a month ago
  • Full-Time
Job Description

Retirement Plan Contributions Processing, in Wakefield, MA or Bingham Farms, MI offices or remote

The Purpose of Your Role:

Do you want to work for a fast paced, growing organization where people make the difference? We are seeking a knowledgeable, team-oriented Contributions Associate for our Operations Team. The role offers a great opportunity to work in a fun, collaborative work environment and provides opportunity for future career advancement within the organization.

The Expertise We’re Looking For:

  • 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).
  • Bachelor’s degree preferred, but not required

The Behaviors That You Bring:

  • Integrity – Your customer-centric attitude and commitment to doing what is right for our participants.
  • Expertise – You are a team player and continuous learner. You share your knowledge with your team, embrace new learning opportunities, and search for ways to improve our operations.
  • Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.
  • Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with clients and internal team members.
  • Innovation – You learn quickly, collaborate with others, and share your ideas for improving our service.

The Excellence You Deliver:

  • 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
  • Process and post participant distributions and loans
  • Perform cash reconciliation activities for our custodial partners
  • Assist internal teams with responding to client inquiries
  • Continuous learning through Retirement Plan Fundamental programs and other benefit certifications
  • Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)

Our Company:

Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 200 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the thought leader we are today.

Recognized by the Boston Globe as a Top Place To Work in 2020. Sentinel is also recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:

Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers paid vacation, 10 Holidays and 2 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long‐term disability, 401(k) Plan and free parking. Sentinel Benefits & Financial Group is an Equal Opportunity Employer.

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Sentinel Benefits & Financial

Address

Wakefield, MA
USA
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