Experience

Sentinel Group

• United States
• Financial Services
• 100 - 200 Employee

• Investment Operations Associate

  • Mar 2015 - Present

• Operations Associate

  • Sep 2012 - Present

  • Monitor status of payroll files (receipt, confirmation to client, allocation to financial institution) to ensure adherence to service level standards. • Reconcile payroll file totals to data imported to Recordkeeping system • Verify receipt of census data on periodic basis in order to determine eligibility and allocation of contributions. • Initiate ACH debit requests from client’s account to fund payroll deposits. • Generate client reports, quality control data, and transmit to… Show more • Monitor status of payroll files (receipt, confirmation to client, allocation to financial institution) to ensure adherence to service level standards. • Reconcile payroll file totals to data imported to Recordkeeping system • Verify receipt of census data on periodic basis in order to determine eligibility and allocation of contributions. • Initiate ACH debit requests from client’s account to fund payroll deposits. • Generate client reports, quality control data, and transmit to client via established procedure. • Process and post contribution transactions, rollovers and loan payments once payroll deposits are received. • Perform reconciliation of processed contributions and resolve outstanding differences in value. • Assist Client Service and Plan Consultant groups in answering client inquiries as it relates to payroll and pension contribution issues. • Transmit files to financial institution, verify receipt.