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Sentinel Benefits & Financial Operations Associate in Wakefield, Massachusetts

The Purpose of Your Role:

We are seeking a dynamic, motivated Operations Associate who takes pride in the knowledge and commitment to service they bring to their job. Passionate about service standards, and ideally has a strong interest in the financial services industry.

A phenomenal communicator, both verbally and in writing. The successful candidate needs to be highly organized and capable of juggling competing deadlines and priorities. They should be intensely detailed orientation and focused on both accuracy and consistency.

In addition to the many detailed administrative and analytic requirements of this position, it is essential that the Operations Associate is a knowledgeable, team-oriented professional with strong leadership skills to perform operational activities within the firm’s SEC registered Investment Advisor and FINRA registered broker-dealer.

The Expertise we’re looking for:

  • M anage operational systems – Pershing, Schwab Alliance, Schwab IIP, Fidelity, Investment, Block Trading & Rebalancing

  • Work closely with the Compliance Department on account and representative oversight

  • Develop, document, and implement efficient processes and workflows, and proactively improve processes

  • Place trades in client accounts as part of the quarterly rebalancing of advisory models as well as upon individual client requests

  • Responsible for answering incoming client inquiries and providing customer support to clients, including assistance with paperwork and electronic access to the online account management system

  • Provide support and issue resolution for clients and sales reps when necessary

The Behaviors that you bring:

  • Integrity – Customer-centric attitude.

  • Expertise – Team player and continuous learner. Share your knowledge with the firm, embrace new learning opportunities, and search for ways to improve our operations.

  • Empowerment – Demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.

  • Excellence – Detail-oriented approach.

  • Innovation – Quick learner, ability to collaborate with others, and share your ideas for improving current procedures and services.

The Excellence you deliver:

  • Manage book of commission based clients

  • Process disbursements and contributions for all client accounts

  • Assist Investment Team with reporting and platform research

  • Oversee account set up and maintenance for all clients of Sentinel Securities, Inc

  • Prepare and analyze daily/weekly/monthly/quarterly operational reports and metrics

  • Manage, reconcile, and review quarterly client advisory fee billings

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.

Education, Skills and Experience:

  • Bachelor’s degree in Business, or related field or equivalent experience

  • 3-5 yrs. experience with financial services operations

  • Knowledge of Retirement plans and/or Investments a plus

  • Ability to consistently deliver a superior level of productivity and quality service

  • Organizational skills and ability to manage multiple priorities

  • Excellent verbal and written communication skills

  • Experience with the trading platform systems, Netx, Schwab, & Fidelity

  • Ability to work independently and handle various projects simultaneously.

  • Proficiency in MS Office especially Power Point

  • Series 65/66

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 220 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.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, Sentinel earned a Top Workplace USA Award from Energage. 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 and best within our company. 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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