Location
Remote
Job Type
Full-time
Posted
June 12, 2026
Job Description
Vestwell is a financial technology company powering the new savings economy. They are seeking a Conversion Associate to support various processes that facilitate conversion plans onboarding to their platform, manage projects, and provide exceptional service to plan sponsors.
Responsibilities
- Review and record cash and in-kind asset transfers in the trust accounting system
- Work with sub-custodians to settle trades from the point of booking, through settlement for m