Vestwell
Financial Services
Associate,PayrollOperations
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate, Payroll Operations at Vestwell. Skills: Payroll operations, Data analysis, Issue resolution. Identify operational issues. Investigate operational issues”
Industry & Context.
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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