Operations Associate

Note: Hybrid in Wakefield, MA or Troy, MI (1-2 days per week), or remote.

The Purpose of Your Role: We are seeking a team-oriented professional to join our Operations Team as an entry-level Operations Associate.

This role provides an opportunity to build a career in operations while learning and supporting core Inflow processes, including payroll processing, rollover processing, and loan payoff transactions.

In addition to completing daily operational work accurately and efficiently, you will be expected to ask questions, identify opportunities to improve processes, and contribute to team projects that help create capacity and improve the quality and timeliness of our work.

What you'll bring to Sentinel:

• A passion for problem solving and operational thinking.
• A sincere interest in learning about the financial services industry and retirement plan operations.
• A willingness to learn new systems, processes, and technologies.
• The ability to work well in a fast-paced, collaborative environment .
• Strong attention to detail and a commitment to accuracy.
• A proactive mindset and willingness to take initiative when you identify an issue or opportunity.
• An interest in finding practical ways to improve processes, reduce rework, and create capacity for the team.
• 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.
• Perform quality control reviews of data in accordance with departmental standards.
• Review work carefully to identify discrepancies, missing information, and potential errors before they affect downstream teams or clients.
• Investigate routine issues, ask clarifying questions, and escalate items that require additional support or judgment.
• Maintain accurate records and complete work within established service levels and deadlines.
• Collaborate with teammates and internal partners to resolve issues and keep work moving forward.