Vestwell is a financial technology company that powers the new savings economy, focusing on retirement, education, and healthcare savings. The Operations Associate will process distributions and loans from retirement plans, ensuring adherence to procedures and quality standards while managing time-sensitive tasks.
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 is a plus
Benefits
- Competitive health coverage
- Generous vacation offering
- Great 401(k) plan
Company Overview
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://vestwell.com.
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