Hybrid Retirement Operations Associate

Vestwell; Scottsdale (AZ); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Vestwell in Scottsdale is seeking an Associate, Saver Operations to join our Operations Team. This early-career role focuses on processing distributions and loans from retirement plans, ensuring accurate and smooth plan administration for sponsors and participants.

You will handle high-volume, time-sensitive tickets, adhere to procedures and regulatory requirements, and document interactions in Jira and other tracking systems.

Qualifications

• Early-career understanding of retirement plans and related processes (loans, distributions).
• Experience with Jira, Zendesk, Aircall or similar tools.
• Strong verbal and written communication, exceptional organizational skills, ability to manage competing priorities.
• Willingness to learn and adapt; experience in high-volume, detail-oriented environments is a plus.

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.
• Manage a high volume of time-sensitive tickets while maintaining accuracy and productivity.
• Make outbound calls and send professional emails to participants to verify information or gather required documentation.
• Document participant interactions and outcomes within Jira and other tracking systems.

Skills

Early-Career

Communication

Organization

Multi-tasking

Jira

Zendesk

Aircall

Tools

Jira

Zendesk

Aircall

Job description

Vestwell in Scottsdale is seeking an Associate, Saver Operations to join our Operations Team. This early-career role focuses on processing distributions and loans from retirement plans, ensuring accurate and smooth plan administration for sponsors and participants.

You will handle high-volume, time-sensitive tickets, adhere to procedures and regulatory requirements, and document interactions in Jira and other tracking systems.