Teams at Vestwell

Process and monitor custody operations, including incoming cash, wires, checks, trade settlement, plan corrections, cash and share reconciliations, and record keeping. Investigate discrepancies, support internal teams, oversee action items, maintain operating procedures, audit plan administration, and monitor project deliverables. The role requires strong numerical, analytical, organizational, communication, and Excel skills, with collaboration across internal stakeholders and sub-custodians.

Supports retirement plan conversions and deconversions by coordinating asset transfers, trade settlements, wires, timelines, stakeholders, and client data. Reviews cash and in-kind transfers, resolves operational issues, maintains procedures, monitors action items, and recommends process improvements. The role requires strong numerical aptitude, reconciliation knowledge, organization, client communication, advanced Excel skills, and collaboration across implementation, investment, record-keeping, and custody teams.

Build and update React and TypeScript user interfaces for a 401(k) platform, write unit tests, collaborate with Product, Design, and Engineering, work from Jira tickets, submit pull requests, respond to code reviews, and learn production software development through mentorship. The role involves incrementally taking on independent work while following established coding standards, component libraries, design systems, and Git workflows.