or apply directly on Vestwell's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 12 days Vestwell's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 95% of Vestwell's roles list one
- Ghost-job risk at Vestwell
- high 14 stale, 1 reposted of 21 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Vestwell's own greenhouse board since 2026-08-03. Full hiring picture for Vestwell.
About this role
As a Custody Ops Associate at Vestwell, you will be responsible for the daily processing and monitoring of plans on the company's platform. Your duties will include reviewing incoming cash and checks, processing corrections, settling trades with sub-custodians, resolving operational issues, and ensuring collaboration across internal teams. You will also support the creation of operating procedures and oversee record-keeping and plan administration.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vestwell as an employer.
What you need
- Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
- Strong aptitude for numbers and understanding of cash and traditional securities reconciliations
- Proactive and analytical problem-solving skills
- High degree of organization and dependability
- Ability to prioritize tasks and manage client expectations
- High-level proficiency in Excel
Nice to have
- Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- 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
- Experience with compliance/record-keeping systems (e.g. SunGard Relius, ASC, FIS)
What you get
- Comprehensive health benefits
- Generous time off
- Employee Wellbeing Committee
- Hybrid work model
- Access to collaborative offices in multiple locations
- Competitive 401(k) plan
Worth weighing
- Role requires a hybrid work schedule with in-office reporting
- Salary range may differ based on location
- High volume of complex operational issues may lead to a demanding work environment
Summarised from Vestwell's posting. Read the full original.
Listed by Vestwell on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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