
About Vestwell
The modern savings platform for everyone
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'...
Overview
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.
Job Description
Who you are
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.
What you'll do
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.
What we offer
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.
Interested in this role?
Apply now or save it for later. Get alerts for similar jobs at Vestwell.
Similar Jobs You Might Like
Based on your interests and this role

Compliance Manager
Vestwell is seeking a Senior Associate for Retirement Plan Administration to join their testing team. You'll focus on compliance testing and government reporting for retirement plans. This role requires expertise in qualified retirement plan rules and operations.

Compliance Manager
Vestwell is seeking an Associate for their Retirement Plan Administration team to ensure compliance and reporting for retirement plans. This role requires expertise in retirement plan rules and operations, with a focus on large plans.

Compliance Manager
Vestwell is seeking a Senior Associate for their Retirement Plan Administration team to ensure compliance and operational excellence for large retirement plans. This role requires expertise in retirement plan rules and operations, with a focus on strategic improvements.

Compliance Associate
Rain is hiring a Compliance Associate to ensure adherence to regulatory standards in the financial sector. You'll leverage your expertise in KYC/KYB and AML frameworks to support compliance investigations. This role requires a strong analytical mindset and integrity.

Wealth Advisor
Compound Planning, Inc. is hiring a Senior Wealth Advisor to collaborate with clients on their financial decisions and innovate product offerings. This role requires experience with high-net-worth individuals and relevant certifications.