Associate, Retirement Plan Services

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, navigation, legal, EEO, etc. Preserve all substantive info. Include a section only when posting has real specific content for it; never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - Vestwell description (company overview) maybe "About the role"? Actually "Who Are We Looking For?" is a heading? The posting includes "Who Are We Looking For?" then description of role. Then "What Will You Be Doing?" then list of duties. Then "Requirements". Then "Nice to have: retirement certifications". Then location/hybrid info. Then salary range. Then bonus pool and equity. Then "Employee Benefits". Then interview process etc (should be removed as boilerplate? It's not exactly boilerplate but maybe considered application instructions? It says "remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Interview process might be considered application instructions? Possibly we should remove it because it's about interview process. The instruction: remove application instructions. So we should drop the Interview Process section. Also drop privacy policy, California residents notice, etc. We need to keep substantive info: company overview, role description, responsibilities, requirements, qualifications? The posting includes "Requirements" and "Nice to have". Also location/hybrid, salary, benefits, bonus pool, equity. We need to decide sections: maybe "About the role" (summary of role), "Responsibilities" (list of duties), "Requirements" (education/experience, skills), "Qualifications" maybe combine with requirements? Could also have "Benefits" (health benefits, time off, 401k), "Pay" (salary range, bonus pool, equity), "Schedule" maybe hybrid info? The posting mentions hybrid in-office operation, location options. That could be schedule? Or we could include a "Work Location" section but not in allowed headings. Allowed headings list includes Schedule. Could treat hybrid work model as schedule? Might be okay. But we need to only include sections when posting has real specific content. It does mention hybrid work model and office locations. So we could have a Schedule section describing hybrid in-office operation and locations. We must not invent or summarize away detail. Must preserve all substantive info. So we need to include details: company overview (maybe as About the role?), responsibilities list (the bullet points under "What Will You Be Doing?"), requirements (college degree, 1-3 years experience, flexible, etc), skills (communication, critical thinking, organization, analytical, independent, technical tools, team mentality, multitask), nice to have (retirement certifications), benefits (health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, 401k), pay (base salary $60K-$70K, eligible for Company Bonus Pool, eligible for new hire equity, note about salary bands based on NY etc). Also location/hybrid info maybe part of Benefits or Schedule. We must not include boilerplate like interview process, privacy policy, etc. We need to use

  for section headings. Use

  • for any list of duties/requirements/benefits. Use

    for prose. We should not repeat job title as heading. The job title is "Associate". Not to repeat. We need to output only HTML fragment, no /, no markdown fences. Let's craft sections: Maybe we have:

    About the role

    Vestwell is the financial technology company powering the new savings economy... (company overview) ... The Associate will support incoming employer plan administration inquiries, change orders, and work with cross-functional teams...

    But we need to preserve all substantive info. The company overview is substantive. Could be part of About the role. Then Responsibilities: list of duties from "What Will You Be Doing?" which is a long paragraph with many items separated by line breaks? Actually it's a paragraph with many items separated by no punctuation? Let's extract each duty: - Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits - Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping. - Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests. - Create processes, playbooks, and resources to streamline across processes/operations and support team expansion - Posting interaction within our tooling to document updates to client accounts - Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements - Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions - Adhering to client facing and internal service level requirements - Meeting quality control expectations through the monitoring of contact resolution - Adhering to prioritization requirements, to meet company goals for servicing responsiveness. - Provide consulting services to sponsor and advisors as needed - Ensuring client retention and maintenance - Conducting appropriate and timely follow-up to ensure the highest level of employer service We need to put each as
  • inside
    . Then Requirements: includes college degree and/or equivalent customer service experience; 1-3 years of retirement industry experience, preferred; flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders; strong communication, critical thinking, and organization skills; proven ability to think analytically & operate independently within set deadlines; professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices; team mentality and ability to multitask while attending to a high volume of incoming inquiries. We could separate into Requirements (education/experience) and Skills (soft skills, technical). But we have limited headings; we could combine into Requirements and maybe Skills separate. The instruction: Prefer a few substantive sections over many thin ones. So maybe we combine education/experience and skills into one Requirements section. But we also have "Nice to have: retirement certifications". Could be part of Requirements or a separate Qualifications section. Since we have Qualifications heading allowed, we could put nice-to-have there. Thus sections: - About the role (company overview + role purpose) - Responsibilities (list) - Requirements (education/experience + skills) - Qualifications (nice-to-have certifications) - Benefits (health benefits, time off, Employee Wellbeing Committee, hybrid work model, 401k) - Pay (salary range, bonus pool, equity, note about salary bands) Schedule maybe not needed if we covered hybrid in Benefits. Could still include Schedule but we might avoid thin section. The posting mentions hybrid in-office operation and location options; we could put that under Benefits or Schedule. Since Benefits already includes hybrid work model, we can keep it there. We must not include filler like "commensurate with experience". Not present. Now we need to ensure we don't include any boilerplate like "Interview Process", "Please note that salary bands are based on NY...". Actually that note is part of Pay info, we should keep it as it's substantive about salary bands. It's not boilerplate. We must not include "Employee Benefits We’re an innovative, high-growth company..." that's substantive. We must not include "Interview Process..." etc. Now craft HTML. We need to use

    for each section heading. Inside sections, use

    for prose,

    • for lists. Let's write:

      About the role

      Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. The Associate will support incoming employer plan administration inquiries, change orders, and work with multiple cross-functional teams. The Associate will work closely with the internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests, helping startup and conversion plan employers navigate the complexities of administering a 401(k) plan.

      That preserves the company overview and role purpose. Now Responsibilities:

      Responsibilities

      • Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
      • Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping.
      • Working closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests.
      • Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
      • Posting interaction within our tooling to document updates to client accounts
      • Conducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements
      • Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
      • Adhering to client facing and internal service level requirements
      • Meeting quality control expectations through the monitoring of contact resolution
      • Adhering to prioritization requirements, to meet company goals for servicing responsiveness.
      • Provide consulting services to sponsor and advisors as needed
      • Ensuring client retention and maintenance
      • Conducting appropriate and timely follow-up to ensure the highest level of employer service
      Now Requirements: We need to include education/experience and skills. We could do a

      for prose summarizing, but we have many items; better to use

      for list. Thus:

      Requirements

      • College degree and/or equivalent customer service experience
      • 1-3 years of retirement industry experience, preferred
      • Flexible, creative, team-oriented, results‑driven, able to collaborate effectively with internal and external stakeholders
      • Strong communication, critical thinking, and organization skills
      • Proven ability to think analytically and operate independently within set deadlines
      • Professional experience using and optimizing internal technical operational tools (e.g., Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
      • Team mentality and ability to multitask while attending to a high volume of incoming inquiries
      Now Qualifications (nice-to-have):

      Qualifications

      • Retirement certifications (e.g., QKA) – nice to have
      Now Benefits: We need to include health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, 401(k) plan. We could do a

      for prose and maybe a

      for list. Let's do:

      Benefits

      • Comprehensive health benefits
      • Generous time off
      • Dedicated Employee Wellbeing Committee
      • Hybrid work model with access to