The modern savings platform for everyone
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Vestwell • Remote
Vestwell is seeking an Associate for their Retirement Plan Administration team to focus on compliance testing and government reporting. This role requires knowledge of qualified retirement plan rules and operations.
You are an entry-level professional eager to dive into the world of retirement plan administration. You possess a foundational understanding of compliance testing and government reporting, and you are ready to learn from experienced colleagues in the field. Your attention to detail and analytical mindset will help you thrive in this role, ensuring that Vestwell's clients receive the best service possible. You are a team player who enjoys collaborating with others and contributing to a shared goal of improving retirement plan operations. You are adaptable and willing to take on new challenges as you grow in your career.
As an Associate in the Retirement Plan Administration team, you will assist in compliance testing and government reporting for Vestwell's clients. You will work closely with senior team members to understand the intricacies of retirement plan rules and operations. Your role will involve gathering and analyzing data to ensure compliance with regulations, as well as supporting the team in executing the annual retirement plan policy. You will also participate in cross-functional meetings to align on strategic and operational improvements, contributing your insights and learning from others. Your work will directly impact the efficiency and effectiveness of Vestwell's retirement plan administration services.
Vestwell provides a supportive environment where you can grow your skills and knowledge in the financial technology sector. You will have the opportunity to work with a diverse team of professionals who are passionate about redefining how people save for retirement. Vestwell values innovation and encourages you to bring your ideas to the table. As part of a rapidly growing company, you will have the chance to make a meaningful impact on the lives of millions of savers across the United States. We offer competitive compensation and benefits, along with a flexible remote work environment that promotes work-life balance.
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