Associate, Custody Operations

Vestwell(1 month ago)

HybridFull TimeMedior$65,000 - $75,000Custody Operations

About this role

The Custody Ops Associate will support day-to-day processing and monitoring of retirement plans on Vestwell’s platform, working closely with internal stakeholders to ensure timely and accurate plan administration. The role involves investigating and reconciling cash and share discrepancies, supporting record-keeping and compliance activities, and contributing to process documentation. This position is based in the King of Prussia office and follows a hybrid work schedule.

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Required Skills

Cash Reconciliation
Wire Processing
Check Processing
Trade Settlement
Mutual Funds
ETFs
Stable Value
Operational Corrections
Discrepancy Resolution
Recordkeeping

+11 more

Qualifications

Undergraduate or Graduate Degree in Finance or Accounting
Qualified 401(k) Administrator (QKA)
ASPPA Credential

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.