Associate, Operations
Vestwell(1 month ago)
About this role
An Operations Associate at Vestwell will join the Investment Operations team supporting the company’s fintech platform for retirement, education, and healthcare savings. The role interfaces with clients, vendors, and internal teams and contributes to process development, accuracy, and operational readiness in a fast-paced, hybrid environment. It is based in King of Prussia and participates in Vestwell’s hybrid in-office model.
Required Skills
- Investment Operations
- Custody Coordination
- Fund Liaison
- Investment Onboarding
- Stakeholder Communication
- Quality Assurance
- Excel Proficiency
- Process Management
- SQL
- Asset Analysis
+1 more
About Vestwell
vestwell.comVestwell 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.
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