Associate, Saver Operations
Vestwell(1 month ago)
About this role
Vestwell is hiring a Senior Operations Associate to support retirement plan administration by ensuring accurate, high-quality processing of participant distributions and loans. The role focuses on maintaining compliance, supporting a high-volume ticket queue, and contributing to process improvements while developing within the retirement services industry. The position is based in one of Vestwell’s offices and follows a hybrid work schedule.
Required Skills
- Participant Processing
- Regulatory Compliance
- Ticket Management
- Outbound Calls
- Email Communication
- Documentation Management
- Jira
- Zendesk
- Aircall
- Retirement Plans
+5 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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