Vestwell
King of Prussia, Pennsylvania

Associate, Conversions

Hybrid$65,000 - $70,000/yrPosted 2 days ago

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Job details

Location
King of Prussia, Pennsylvania
Work type
Hybrid
Compensation
$65,000 - $70,000/yr
Posted
2 days ago
Apply on
job-boards.greenhouse.io

About this role

Undergraduate/graduate degree in Finance or Accounting, strong Excel skills, aptitude for cash and securities reconciliation, organized, analytical, client-facing, experience with CRM/project tools preferred.

What you'll do at Vestwell:

  • managing conversions
  • coordinating settlements
  • reviewing transfers

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About Vestwell

Vestwell
King of Prussia, Pennsylvania