Associate, Saver Operations
Vestwell is a financial technology company powering the new savings economy, based in New York City. They are seeking a detail-oriented Operations Associate to process distributions and loans from retirement plans while ensuring exceptional quality and adherence to established procedures.
Responsibilities
- Process participant requests for distributions and loans from retirement plans accurately and efficiently
- Adhere to company procedures, regulatory requirements, and quality standards during all transactions
- Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity
- Make outbound calls to participants to verify information or clarify details related to requests
- Send professional, concise emails to participants to gather required supporting documentation
- Accurately document participant interactions and outcomes within Jira and other tracking systems
- Collaborate with team members to improve workflows and ensure participant satisfaction
- Be open to coaching and continuously strive for improvement in skills and knowledge
Skills
- Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software
- Understanding of retirement plans and associated processes (e.g., loans, distributions)
- Strong verbal and written communication skills for participant outreach and documentation
- Exceptional organizational skills and the ability to manage competing priorities
- Willingness to learn, adapt to new challenges, and grow within the role
- Experience in high-volume, detail-oriented environments
Benefits
- Competitive health coverage
- Generous vacation offering
- Great 401(k) plan
Company Overview