Investments Operations Technician - Part-time

What You'll Do

As an Investments Operations Technician, you will:

• Perform administrative duties including, but not limited to, organizing tax forms, reviewing broker and bank statements, and supporting audit requests.
• Receive, read, organize, and prioritize physical and electronic mail for the department. Respond to inquiries as possible, identifying time sensitive correspondence, and routing information to the appropriate area.
• Run, verify, and distribute reports to team members that provide insights on investment positions, activity and policy compliance.
• Identify and recommend to management opportunities to improve control and create process efficiencies.
• Perform other job-related duties as assigned from time to time.

What it Takes

• Minimum 2 years of related work experience in office support, banking, investments or related field
• Attention to detail
• Effective communication skills, including the ability to create maintain and follow process documentation
• Ability to work well under time constraints
• Basic knowledge of investments and a strong desire to learn
• Advanced Microsoft Excel skills preferred
• Ability to learn investment-related software such as PAM, Bloomberg and Banking Systems

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you'll work in office.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Talent Acquisition Specialist
Schanna Washington

Schanna.washington@sentry.com

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.