Operations Associate – Retirement Plan Operations

Job Description

Associate, Saver Operations | Vestwell

The Tone:
This is a full-time role at Vestwell, located in New York, Austin, King of Prussia, or Scottsdale with a hybrid in-office operation. Vestwell is a financial technology company that powers the new savings economy by redefining how people save for retirement, education, and healthcare needs. This role is crucial for processing distributions and loans from retirement plans, ensuring effortless plan onboarding and ongoing administration for sponsors and participants. It supports Vestwell’s mission to enable businesses and individuals to save with as little friction as possible.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – New York, Austin, King of Prussia, or Scottsdale
• Pay: $55000–$65000 yearly
• Team: Operations Team
• Mission: Owns the accurate and efficient processing of retirement plan distributions and loans to ensure smooth plan administration for savers and businesses.
• Tech Stack: Jira, Zendesk, Aircall

What You’ll Actually Do
• Processing: Process participant requests for distributions and loans from retirement plans accurately and efficiently.
• Compliance: Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
• Workflow Management: Manage a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
• Communication: Make outbound calls and send professional emails to participants to verify information or gather required supporting documentation.
• Documentation: Accurately document participant interactions and outcomes within Jira and other tracking systems.

The Must-Haves
• Background: Early-Career understanding of retirement plans and associated processes (e.g., loans, distributions).
• Experience: Familiarity with Jira, Zendesk, Aircall, or similar task management and CRM software.
• Skills: Strong verbal and written communication, exceptional organizational skills, ability to manage competing priorities, and a willingness to learn and adapt.
• Bonus: Experience in high-volume, detail-oriented environments is a plus.