Associate, Conversions

Who you are

You are an entry-level professional eager to start your career in business operations within the fintech industry. You possess strong organizational skills and a keen attention to detail, which will help you manage various processes effectively. You are comfortable collaborating with cross-functional teams and have a customer-centric mindset, ensuring exceptional service to plan sponsors. You are adaptable and ready to learn about the financial technology landscape, contributing to the onboarding experience for clients.

What you'll do

In this role, you will review and record cash and in-kind asset transfers in the trust accounting system, ensuring accuracy and compliance with regulations. You will work closely with sub-custodians to settle trades from the point of booking through to settlement for mutual funds, stable value funds, and ETFs. You will manage all operational aspects of the installation process, coordinating with various stakeholders to facilitate smooth onboarding. Your responsibilities will also include tracking project progress and identifying areas for improvement in the onboarding experience, contributing to the overall efficiency of the operations team.

What we offer

Vestwell provides a dynamic work environment where you can grow your skills and advance your career in the fintech sector. You will have the opportunity to work with a diverse clientele and gain valuable experience in financial technology. We encourage you to apply even if your experience doesn't match every requirement, as we value potential and a willingness to learn.