Senior Associate, Retirement Plan Services

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Senior
USD 70,000 – 80,000
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 week ago

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7

Job summary

Support employer plan administration inquiries, ensure compliance, and provide operational guidance for retirement plan services.

Responsibilities

The Senior Associate will provide consultative guidance on retirement plan administration and regulatory requirements to clients and internal stakeholders. They will also manage complex plan issues, resolve escalations, and collaborate with cross-functional teams to improve operational efficiency.

Qualifications

analytical thinking client service collaboration communication skills problem solving project management regulatory compliance retirement plans

Candidates should have a college degree and 2-4 years of experience in the retirement industry. Strong project management, communication, and analytical skills are required, along with proficiency in operational tools like Jira and Zendesk.

English

Benefits

  • Health benefits
  • Generous time off
  • Employee wellbeing committee
  • 401(k) plan
  • Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7
Pete DeQuarto avatar
Pete DeQuarto

AIApply is a total game-changer. Thanks to Auto-Apply, I have been applying to jobs I would never even have come across otherwise!

Akarshak Tanwar avatar
Akarshak Tanwar

In one week I applied to over 150 jobs and locked in 2 confirmed interviews, with a support team that was quick to respond. The auto-apply feature is fascinating and a real pleasure to use!

JC
Julian Carlin

It really worked. In under 48 hours it had applied to 100 jobs on my behalf without any time or effort from me. I am looking forward to seeing how it keeps improving.