FSA Operations Analyst Associate

Summary

Sentinel Group is an employee benefits and financial services provider serving clients throughout the United States. The FSA Operations Analyst Associate will support entry-level plan operations by processing and reconciling contribution and eligibility files, managing funding requests and participant transactions, and assisting with client inquiries and operational tasks.

Responsibilities

• Monitor, process, and reconcile contribution files for reimbursement plans through our recordkeeping systems
• Monitor, process, and reconcile eligibility/enrollment files for reimbursement plans through our recordkeeping systems
• Initiate funding requests (ACH) and reconcile received deposits for plan contributions
• Generate and review various contributions reports
• Process and post participant contributions transactions
• Assist internal teams with responding to client inquiries
• Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)
• Monitor Inbox and log certain requests in the CRM
• Follow up with client and/or Account Managers on NIGO requests
• Perform other duties and participate in special projects as assigned

Skills

• A passion for problem solving and operational thinking
• A sincere interest in working within the financial services industry
• Ability to work well in a fast-paced and collaborative environment
• Detail oriented thinking
• Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)
• Proven ability to take initiative and be a self-starter in handling issues
• Excellent verbal and written communication skills
• Demonstrated ability to consistently deliver a superior level of productivity and quality service
• Demonstrated organizational skills and ability to manage multiple priorities
• Ability to work in a team environment
• Ability to track and meet deadlines
• Proficiency in MS Office
• Knowledge of FSA/HRA/HSA plans

Qualifications

Must Haves

• A passion for problem solving and operational thinking
• A sincere interest in working within the financial services industry
• Ability to work well in a fast-paced and collaborative environment
• Detail oriented thinking
• Proficient in Microsoft Office programs and the ability to quickly learn new systems (CRMs, recordkeeping, etc.)

Nice to Haves

• Proven ability to take initiative and be a self-starter in handling issues
• Excellent verbal and written communication skills
• Demonstrated ability to consistently deliver a superior level of productivity and quality service
• Demonstrated organizational skills and ability to manage multiple priorities
• Ability to work in a team environment
• Ability to track and meet deadlines
• Proficiency in MS Office
• Knowledge of FSA/HRA/HSA plans

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 4% Employer Match
• Parental Leave