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← Vestwell

Associate, Conversions

Vestwell
Location
King of Prussia, PA
Posted
16 days ago
Department
Custody & Money Services
Salary
$65K - $75K
What they actually want (must-haves)
  • Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
  • Strong aptitude for numbers and understanding of cash and traditional securities reconciliation
  • Proactive and analytical problem-solving skills
  • High degree of organization and dependability
  • Ability to prioritize tasks and manage client expectations
  • High-level proficiency in Excel
Nice to have
  • Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
  • Good understanding of how mutual funds, stable value funds, and ETFs trade and settle
  • General knowledge of ERISA rules and requirements, and experience with compliance/record-keeping systems (e.g. SunGard Relius, ASC, FIS)
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credentials
  • Relevant record-keeper experience
What the job really is

As a Conversion Associate at Vestwell, you will support the onboarding of conversion plans to the company's platform by managing projects and collaborating with internal teams. Your daily tasks will include reviewing asset transfers, coordinating with various stakeholders, and ensuring timely completion of conversion processes while providing exceptional service to plan sponsors.

Benefits
  • Comprehensive health benefits
  • Generous time off
  • Employee Wellbeing Committee
  • Hybrid work model with flexibility
  • Access to collaborative offices in multiple locations
  • Competitive 401(k) plan
Things to weigh
  • No specific mention of career advancement opportunities
  • Role involves significant coordination with external parties, which may add complexity
  • Salary range provided is based on NY and similar metro areas, which may differ based on location
Job score3.8/5
Benefits3/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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