Logo of Huzzle

Intern, Operations

Applications are closed

  • Internship
    Full-time
    Starts on Jun 02
    Summer Internship
  • Business, Operations & Strategy
  • Austin, +2

Requirements

  • The Necessities:
  • A final year student or recent graduate (including boot camps and or other related programs)
  • Based in the U.S. (EST preferred)
  • Eager to learn and work with various departments in the company
  • Excellent verbal and written communication skills
  • Proficiency in GSuite and or Microsoft Office
  • Ability to multitask
  • Cope well under pressure
  • Professionalism
  • The Extras:
  • Self Starter - able to work independently
  • Time and project management skills
  • Strong communication skills
  • Data Accuracy

Responsibilities

  • The TPA Operations team works closely with outside providers to bring in and onboard pooled retirement plans to the Vestwell platform. Part of the team’s responsibilities, which this intern position is open for, is to ensure the Vestwell portal is set up correctly so the pooled plans can and are operating according to their legal plan documents. Working as part of this team helps build project management skills and develop a keen eye for details leading to a result of happy clients and compliant plans.
  • Data Integrity
  • System and Legal Document Audit
  • Data Entry

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

Finance
Industry
201-500
Employees
2016
Founded Year

Mission & Purpose

Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform