About this role
Associate, Conversions at Vestwell. Location: King of Prussia, Pennsylvania, United States. Role: managing conversions, coordinating settlements, reviewing transfers Requirements: 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. Category: Finance and Accounting Seniority: Entry Level Tools: Google Workspace, Slack, Salesforce, Zendesk, Jira, Microsoft Excel, SunGard Relius, ASC, FIS Certifications: qka, asppa Commitment: Full Time Workplace: Hybrid Languages: English