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Operations Associate

| Greater NYC Area

Who are we?

Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone’s best interest, including financial advisors, companies and employees.

Why Vestwell?

Vestwell is at the forefront of change in the $6 trillion 401(k) market; creating a platform that lowers fees and ensures that individuals retire wealthier. We’ve raised capital from industry leading investors in the Fintech and Finserv world to achieve this goal and are already getting a great response from customers.

Who are we looking for?

Vestwell is expanding and we’re excited about bringing onboard an Operations Associate to our operations team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed.

We’re a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems.

What will you be doing at Vestwell?

A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and maintenance (i.e. payroll, census, etc,). As an Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401K plan with as little friction as possible.

Day-to-day you will be expected to:

  • Take on large projects and reconciliations
  • Maintaining current knowledge bases and update accordingly. Assist in the development and documentation of operational processes.
  • Assist with quality checks on all plans in onboarding and on an ongoing basis.
  • Providing support for our external partners for day-to-day operations.
  • Look for ways to continuously improve the process and the client experience with it.

Requirements

The Necessities

  • Bachelor’s Degree and/or equivalent work experience
  • Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required
  • Ability to manage time effectively, set priorities and meet deadlines
  • Excellent verbal and written communication skills
  • Collaborative mindset and strong comfort level talking to different teams and seniority levels, both internally and externally
  • Proficiency with online productivity tools. MS Office, especially Excel
  • Ideal candidate will be flexible, as their responsibilities could change as the model is further developed and refined.

The Extras

  • Early stage startup, FinTech, and/or Financial Services experience

Benefits

We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, coffee, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

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Location

The Bryant Park area is not only central, but it's the perfect balance of great food, places to stay, things to do, and some green grass to boot.

An Insider's view of Vestwell

How do your team's ideas influence the company's direction?

Vestwell is an amazing place to work. There is a clear vision and everyone works hard to achieve it without sacrificing culture. We are building something that is truly going to help people by making it easier to save for retirement. It's a pleasure to work with such a talented, driven, fun team every day. The snacks and ping-pong are a nice touch!

Jordan

Product Manager

What are Vestwell Perks + Benefits

Culture
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Remote Work Program
Our remote work program includes work from home on Fridays.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Beer on Tap
Commuter Benefits
Stocked Kitchen
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