Join Vestwell as a Custody Ops Associate to support day-to-day operations and collaborate with internal teams.
Posted by employer 20 hours ago
First seen on Joblaze 14 hours ago
Last verified on the company career page 14 hours ago
What you'll build
- Review incoming cash, wires, and checks
- Process corrections on a plan and participant level
- Work with sub-custodians to settle trades
- Identify and resolve discrepancies in Cash and Share balances
- Monitor deliverables and ensure timely completion of team projects
Must have
- Undergraduate or graduate degree in Finance or Accounting
- Strong aptitude for numbers
- Ability to use excel at a high level
Nice to have
- Experience with collaboration tools like Google Workspace and Slack
- Familiarity with custodial platforms
- Qualified 401(k) Administrator (QKA) or higher ASPPA credentials
Requirements
- Education
- Bachelor's degree
Not disclosed in this posting: years of experience, visa sponsorship.
Benefits
Joblaze summary
The Associate in Custody Operations at Vestwell is responsible for the daily processing and monitoring of financial plans on the company's platform, ensuring accuracy in cash and securities transactions. Key skills include a strong understanding of financial reconciliations, proficiency in Excel, and the ability to manage complex operational issues. This role is suited for candidates with a finance or accounting background, ideally with experience in custodial operations or compliance. Vestwell's collaborative environment emphasizes cross-functional teamwork to deliver effective service to plan sponsors.
Joblaze insights
- Listed today — first seen on Joblaze November 6, 2026. Last confirmed on Vestwell's careers page November 6, 2026.
- Salary band is below the typical range for comparable tech roles (median ~$128,000).
- Starts above 10% of 142 comparable junior other roles in United States we track (median $91,304 across 62 companies).
Quick facts
- Is the Associate, Custody Operations role remote?
- It's hybrid — Vestwell expects some on-site time in King of Prussia, PA, United States.
- What's the salary range?
- Vestwell lists $55,000–$70,000 for this role.
- Where is the role based?
- Vestwell is hiring for this position in King of Prussia, PA, United States.
- What seniority level is this role?
- Vestwell targets junior candidates for this position.
- Is this full-time or contract?
- Full-time for this Associate, Custody Operations role at Vestwell.
From the original posting
Who Are We Looking For?
Vestwell is growing and looking for a Custody Ops Associate! This role plays an integral part in the day to day processing and monitoring of plans on Vestwell’s platform. In this position, you will have the opportunity to collaborate cross- functionally with internal stakeholders to provide exceptional service to plan sponsors.
What Will You Be Doing?
- Review incoming cash, wires, and checks coming onto our trust accounting system
- Processing of corrections on a plan and participant level on a daily basis
- Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
- Respond to a high volume of complex operational correctional issues for internal teams
- Identify and resolve discrepancies in Cash and Share balances
- Oversee and help ensure other team member action items are completed
- Ensure collaboration with all internal teams to meet expected timelines
- Support the creation and maintenance of written operating procedures related to assigned functions
- Oversee and audit record-keeping and plan administration components
- Monitor deliverables and ensure timely completion of team projects
- Investigate and reconcile discrepancies in data and remediate accordingly
- Strong written communication, critical thinking and organizational skills
Requirements
The Necessities
- Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
- Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations
- Demonstrate an affinity for learning, creating, and iterating rapidly
- Proactive and analytical, able to problem-solve and propose solutions
- Demonstrate a high degree of organization and dependability
- Ability to prioritize tasks and manage client expectations
- Ability to use excel at a high level
The Extras
- Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle
- Familiarity with custodial platforms, such as Matrix or Schwab
- General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credentials
- Relevant record-keeper experience
This role will be based in our King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $55K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Full-Time Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Standard company text repeated across Vestwell's postings is omitted here.