Operations Associate

| Greater NYC Area
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WHO ARE WE?

Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.  

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.  

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

Vestwell is expanding and we’re excited about growing our Operations team with entry-level Operations Associates who are passionate about our mission to change the retirement Fin-Tech 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?

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

Day-to-day you will also be expected to:

  • Maintain existing knowledge bases and update accordingly; look for ways to continuously improve existing processes
  • Respond to various complex operational issues for internal teams and external clients
  • Identify and resolve discrepancies in payroll, eligibility, and other related activities, to ensure our data is consistent and accurate
  • Oversee and auditing of all record-keeping and plan administration components
  • Monitoring deliverables and ensuring timely completion of team projects
  • Investigate and reconcile discrepancies in data and remediating accordingly

REQUIREMENTS

The Necessities

  • Excel proficiency (e.g. you’re a pro at pivot tables and know your way around with VLOOKUPs)
  • Comfort working in a start-up environment with a substantial degree of autonomy
  • 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
  • Proficiency with productivity tools, especially JIRA

The Extras

  • Experience using SQL
  • Knowledge of data structures and navigating databases

BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead.  We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

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Location

While we're remote-first through the summer of 2021, Vestwell is located in the heart of NYC, adjacent to Times Square.

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