Investment Operations Associate

Location Note: This a hybrid role for our Wakefield, MA office.
The Purpose of Your Role:
We are seeking a dynamic, motivated Investment 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 Investment 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.
What you'll bring to Sentinel:

• Ability to consistently deliver a superior level of productivity and quality service
• Management of operational systems – Pershing, Schwab Alliance, Schwab IIP, Fidelity, Investment, Block Trading & Rebalancing
• Ability to develop, document, and implement efficient processes and workflows, and proactively improve processes
• Support and issue resolution for clients and sales reps when necessary

What you’ll be responsible for:

• Answer incoming client inquiries and providing customer support to clients, including assistance with paperwork and electronic access to the online account management system
• Place trades in client accounts as part of the quarterly rebalancing of advisory models as well as upon individual client requests
• Work closely with Compliance Department on account and representative oversight
• 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
• 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 a detail-oriented content creator who has the drive, determination, and skill-set to bring Sentinel’s content to the next level. The benefits industry is forever changing and we want someone who is flexible and willing to embrace that change.
What you need to have:
Preferred qualifications:

• Bachelor’s degree in Business, or related field or equivalent experience 
• 3-5 years of experience with financial services operations
• Organizational skills and ability to manage multiple priorities
• Excellent verbal and written communication skills
• Experience with the trading platform systems, Pershing Netx, Schwab, & Fidelity
• Ability to work independently and handle various projects simultaneously
• Proficiency in MS Office, especially PowerPoint
• Series 7, 65/66

Nice to haves:

• Knowledge of retirement plans and/or investments a plus

What you’ll be part of:
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 was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
 
Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).