Payroll Operations Associate, Vestwell

• Vestwell is expanding and we’re excited about growing our Operations team with entry-level Operations Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed
• We’re a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems
• Excel proficiency (e.g. you’re a pro at pivot tables and know your way around with VLOOKUPs)
• Comfort working in a start-up environment with a substantial degree of autonomy and flexibility
• Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required
• Ability to manage time effectively, set priorities, and meet deadlines
• Excellent verbal and written communication skills
• Problem solving skills, ability to conduct research, analyze, and communicate information to troubleshoot resolution
• Bachelor’s degree or equivalent combination of formal education and work experience
• 1 year relevant experience in Financial Services, Operations, or SaaS industries

Desirable

• A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration
• As an Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible
• You’re flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders
• Develop both internal & client-facing knowledge bases; look for ways to continuously improve existing processes
• Support and guide team members, monitoring their volume, while ensuring timely and accurate remediation of a high volume of complex operational issues
• Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies
• Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms
• Identify and resolve discrepancies in high priority payroll, deferrals, eligibility, and other related activities, to ensure our data is consistent and accurate

• It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
• We prioritize transparency and lack of surprise throughout the process