Custody Operations Associate

Job overview

The Custody Operations Associate role is hybrid in King of Prussia, PA, with an expected base salary of $65,000–$75,000 per year. Vestwell provides a savings platform for retirement, education, and healthcare needs, serving businesses and individual savers. This role supports daily processing and monitoring of plans on Vestwell’s platform. It helps maintain accurate cash and share balances, settle trades, resolve operational discrepancies, and coordinate timely service for plan sponsors.

What you'll do

• Review incoming cash, wires, and checks
• process plan- and participant-level corrections
• work with sub-custodians on trade settlement
• investigate and reconcile cash, share, and data discrepancies
• respond to complex operational issues
• oversee action items and deliverables
• support written procedures
• audit record-keeping and plan administration.

What we're looking for

Skills & competencies

custody operations

financial technology

plan administration

cash reconciliation

trade settlement

mutual funds

stable value funds

etfs

king of prussia pa

vestwell

$65k–$75k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Eligible for the Company Bonus Pool and new-hire equity
• health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, and competitive 401(k) plan.

Why this role

Hybrid schedule; eligible for the Company Bonus Pool and new-hire equity; benefits include health coverage, time off, employee wellbeing support, and a 401(k) plan.

About the employer

Vestwell is hiring for this role. Industry: Computer Systems Design Services. Sector: 54.