Vestwell
Associate, Investment Operations
King of Prussia, PA
Sponsorship not specified$60k-$75kDetected 14 days ago
SQLExcelOnboardingCommunicationOrganizational Skills
About the role
- Vestwell is the financial technology company powering the new savings economy.
- Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
- To learn more, visit vestwell.com Who Are We Looking For?
Responsibilities
- Coordinating with our custody partners to ensure a seamless new plan onboarding process
- This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers.
Requirements
- 1+ year of experience in a Financial Services, or related industry
- The ability to understand the "big picture" and the importance of the team's role in the overall process
- Strong technical proficiency using Excel and process management tools
Compensation
- The expected base salary range for this position is $60K - $75K base.
Benefits
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
- Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Company info
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
- We are seeking an enthusiastic and highly organized professional to join our Investment Operations team as an Operations Associate.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.