FSA Operations Analyst

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $50k - $55k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Sentinel Group

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1987

💼 Consulting

🛡️ Insurance

🏥 Healthcare

Consulting • Insurance • Healthcare

Sentinel Group is a financial planning service that assists individuals, employers, and financial professionals in organizing and managing finances for various life events. Their services include budgeting, retirement planning, debt management, and life insurance, providing clients with tools and resources to achieve financial wellness. They also offer educational webinars to help individuals understand and improve their financial health.

📋 Description

• Monitor, process, and reconcile contribution files for reimbursement plans through recordkeeping systems • Monitor, process, and reconcile eligibility/enrollment files for reimbursement plans through recordkeeping systems • Initiate ACH funding requests and reconcile received deposits for plan contributions • Generate and review contribution reports • Process and post participant contribution transactions • Assist internal teams with responding to client inquiries • Monitor inbox and log requests in the CRM • Follow up with clients and/or Account Managers on NIGO requests • Perform other duties and participate in special projects as assigned

🎯 Requirements

• Entry-level role • Passion for problem solving and operational thinking • Sincere interest in working within the financial services industry • Ability to work well in a fast-paced and collaborative environment • Detail-oriented thinking • Proven ability to take initiative and be a self-starter • Excellent verbal and written communication skills • Ability to consistently deliver a superior level of productivity and quality service • Organizational skills and ability to manage multiple priorities • Ability to work in a team environment • Ability to track and meet deadlines • Proficiency in Microsoft Office programs • Ability to quickly learn new systems, including CRMs and recordkeeping systems • Knowledge of FSA/HRA/HSA plans

🏖️ Benefits

• Flexible work schedules, including remote and hybrid options • Career pathing and career development • Parental leave and family care programs • Mental health resources • Tuition reimbursement program • Generous time off policies, including unlimited Flexible Time Off after 2 years of service • Employee events, including holiday parties, summer cookouts, and wellness days • Free guidance from a Financial Planner for retirement investments • Four-week paid sabbatical after 10 years of service • PTO (vacation, sick, personal time bank) • FTO after 2 years of service • 12 paid holidays (10 stated and 2 floating holidays) • 2 community volunteer days • 5 summer half days • Medical, dental, and vision insurance • Life insurance • LTD and STD • Retirement plan with 4% employer match

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