Vestwell

About Vestwell

The modern savings platform for everyone

🏢 Corporate, Finance👥 201-500 employees📅 Founded 2016📍 Midtown East, New York, NY💰 $237.5m4.1
FintechB2BPersonal financeSaaS

Key Highlights

  • Founded in 2016, headquartered in Midtown East, NYC
  • Serves nearly 1.5 million participants across 350,000 businesses
  • Manages over $35 billion in assets
  • $237.5 million raised in funding, including Series C

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,...

🎁 Benefits

Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...

🌟 Culture

Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...

Vestwell

Operations Associate Entry-Level

VestwellAustin

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Overview

Vestwell is seeking an Operations Associate to support the processing of distributions and loans from retirement plans. This role requires attention to detail and a proactive approach in a fast-paced environment.

Job Description

Who you are

You are a detail-oriented and proactive individual eager to learn and grow within the retirement services industry. You thrive in fast-paced environments and enjoy managing time-sensitive tasks. Your attention to detail ensures that you adhere to established procedures while maintaining exceptional quality in your work. You are excited about the opportunity to contribute to a financial technology company that is redefining how people save for critical life aspects.

What you'll do

As an Operations Associate at Vestwell, you will be responsible for processing distributions and loans from retirement plans. You will monitor and support the onboarding and ongoing administration of 401(k) plans, ensuring that sponsors can provide these plans effectively. Your role will involve collaborating with various stakeholders to ensure smooth operations and compliance with established procedures. You will also have the opportunity to learn about the retirement services industry and contribute to the mission of empowering retirement savings.

What we offer

Vestwell offers a dynamic work environment where you can grow your career in the financial technology sector. You will be part of a team that is dedicated to making a positive impact on how people save for their futures. The company values collaboration and encourages employees to take initiative in their roles. You will have access to resources and support to help you succeed in your position and advance your career within the organization.

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