Vestwell
Associate, Custody Operations
King of Prussia, PA
Sponsorship not specified$65k-$70kDetected 34 days ago
Project ManagementJiraSalesforceCRMAccountingExcelZendeskCommunicationCollaborationCritical ThinkingOrganizational 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
- Support the creation and maintenance of written operating procedures related to assigned functions
Requirements
- Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
- Demonstrate a high degree of organization and dependability
- Ability to use excel at a high level
- Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- Familiarity with custodial platforms, such as Matrix or Schwab
- General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
Compensation
- The expected base salary range for this position is $65K - $70K base.
Benefits
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
Company info
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.