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About the Role

Vestwell is seeking a dedicated Coordinator for the Document Compliance Team within the Retirement Services Division. This role will support the Operations team in managing plan document drafting, amendments, restatements, and plan setup, contributing to Vestwell's mission to change the retirement FinTech space.

Responsibilities

• Assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.
• Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
• Assist with processes for large-scale document projects and assure successful, timely completion.
• Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents.

Requirements

• Keen attention to detail and deadlines.
• Ability to thrive in a fast-paced environment, quickly learn new processes, contribute ideas, and iterate on solutions.
• Strong, demonstrated commitment to proactively managing workload.
• Positive, collaborative, and proactive attitude.
• Team mentality and ability to multitask while attending to a high volume of incoming inquiries.
• Proficiency with Excel and Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.
• Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
• Knowledge of Application Programming Interface (API) functionality.
• Professional experience with qualified plans.
• Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience.

Skills

• Excel
• Microsoft Office suite
• Google Workspace
• Cloud-based client portals
• Internal network drives
• ERISA
• DOL regulations
• IRS regulations
• API functionality
• Qualified plans
• 401(k) plan administration

Location

• New York City
• Austin
• King of Prussia
• Scottsdale

Work Type

• Hybrid

Experience Level

• Entry-level

Education Level

• Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience

Salary/Compensations

• $50K - $55K base

Benefits

• Comprehensive health benefits
• Generous time off
• Dedicated Employee Wellbeing Committee
• Competitive 401(k) plan
• Company Bonus Pool eligibility
• New hire equity eligibility

About the Company

• Vestwell is a financial technology company powering the new savings economy.
• Our platform redefines how people save for retirement, education, and healthcare.
• Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
• Our platform serves a diverse clientele including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Equal Opportunity

• Vestwell is an innovative, high-growth company with an exciting future ahead.