Associate, Payroll Operations

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. 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. This role regularly exercises independent judgment on matters of significance that materially affect payroll accuracy, participant eligibility, deferrals, data integrity, and client outcomes. This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

Responsibilities

Exercising independent judgment on matters of significance that materially affect payroll accuracy, participant eligibility, deferrals, data integrity, and client outcomes; Developing and maintaining internal and client-facing knowledge bases; Identifying opportunities for incremental process improvements; Supporting and guiding team members by monitoring workload volume; Collaborating with teams across the Vestwell organization; Maximizing team efficiency through timely completion of assigned tasks and projects; Identifying, investigating, and resolving discrepancies in high-priority payroll, deferrals, eligibility, and related activities

Requirements

Insane levels of attention to detail; Proven ability of juggling multiple priorities at once; Self-starter mentality; Strong Excel proficiency (e.g., pivot tables, VLOOKUPs); Comfort working in a start-up environment with autonomy over task execution and prioritization; Exceptional analytical and detail-oriented aptitude; High degree of accuracy and sound judgment; Ability to manage time effectively, balance competing priorities, and meet deadlines with minimal supervision; Strong verbal and written communication skills; Problem-solving skills; Bachelor’s degree or equivalent combination of formal education and work experience; 1 year of relevant experience in Financial Services, Operations, or SaaS industries

Nice to have

Payroll system experience; Proficiency with productivity tools, especially JIRA; Retirement industry experience including exposure to ERISA-governed processes or regulated operational environments

Benefits

Comprehensive health benefits; Generous time off; Dedicated Employee Wellbeing Committee; Hybrid work model; Access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale; Competitive 401(k) plan; Eligibility to participate in Company Bonus Pool; Eligibility to receive new hire equity