Vestwell

Financial Services

Associate,PayrollOperations

$65–85k ~AI est. Austin, Texas, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Associate, Payroll Operations at Vestwell. Skills: Payroll operations, Data analysis, Issue resolution. Identify operational issues. Investigate operational issues”

Industry & Context.

Financial Services
Problems you'll solve

Analytical; Problem-solving; Research; Apply judgment

What They're Looking For.

Must Have

Excel proficiency, Bachelor's degree or equivalent, 1 year relevant experience

Nice to Have

Payroll system experience, Proficiency with productivity tools, Retirement industry experience, ERISA-governed processes experience

What You'll Do.

Identify operational issues

Investigate operational issues

Resolve operational issues

Apply policies and standards

Communicate resolutions

Drive resolutions to completion

Interact with internal partners

Interact with external stakeholders

Develop internal knowledge

Develop client-facing knowledge

Identify process improvements

Raise improvement recommendations

Monitor workload volume

Prioritize day-to-day tasks

Remediate operational issues

Determine client impact

Determine escalation paths

Surface operational insights

Contribute input on enhancements

Contribute input on efficiencies

Complete assigned tasks

Complete assigned projects

Resolve payroll discrepancies

Resolve deferral discrepancies

Resolve eligibility discrepancies

Apply established processes

Exercise discretion in analysis

Exercise discretion in escalation

Exercise discretion in resolution

Ensure compliance with ERISA

How You'll Work.

Team & Collaboration

Internal partners; External stakeholders; Across Vestwell organization

Communication Scope

Verbal communication; Written communication

Full Job Description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? 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 while exercising independent judgment in resolving complex, high-impact operational issues that directly affect client outcomes and regulatory compliance. 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 by evaluating multiple courses of action and determining appropriate resolution paths within established operational and regulatory frameworks. What Will You Be Doing? This role regularly exercises independent judgment on matters of significance that materially affect payroll accuracy, participant eligibility, deferrals, data integrity, and client outcomes. While operating within established operational, regulatory, and ERISA-related frameworks, the Operations Associate is responsible for independently identifying, investigating, and resolving complex, high-priority issues; evaluating multiple potential courses o

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