Job Posted: 08.10.2021 23:50:22
WHO ARE WE?
There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.
Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.
Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA) , 529 college savings, and alike.
Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.
WHO ARE WE LOOKING FOR?
We are looking for an individual for a contract project that is adaptable, analytically inclined and has great communication skills. You will be working directly with our Payroll Concierge team which means the work will revolve around downloading and uploading payrolls, and making deferral changes in payroll systems. This is someone who is extremely detail-orientated has the aptitude to collaborate with the team, but also be very autonomous in their work.
– Downloading payroll files from payroll systems
– Normalizing payroll files into default templates
– Uploading payroll files into our portal, confirming amounts are correct
– Updating deferral rates into payroll systems on ongoing basis
– Updating deferral rates into payroll systems for new plans
– Notes: high volume on certain days – payroll files take approximately 10-15 min to process.
– Advanced Excel (pivot tables, vlookups, etc.)
– 1-2 Years of relevant corporate experience (Fresh graduates with strong internship experience in data entry or analytical work will be considered)
We are looking for an individual to start ideally with a mid-October start date. You will be Full time hourly temp (30-40 hr/week) until Dec 17, with possibility to extend.
1 to 3 months
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