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Relius Jobs in Pennsylvania (NOW HIRING)

Vestwell

Associate, Custody Operations

King Of Prussia, PA · Hybrid

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

Vestwell

Associate, Conversions

King Of Prussia, PA · Hybrid

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

ASCENSUS

Retirement Plan Consultant

Dresher, PA · On-site

Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong evaluation and problem solving skills

Ascensus

Retirement Plan Consultant

Dresher, PA · On-site

$100 - $125/hr

... Relius software desirable, but not requiredStrong Word, Excel, and Outlook skillsStrong written and oral communication skillsStrong evaluation and problem solving skillsStrong attention to detail and ...

Vestwell

Associate, Conversions

King Of Prussia, PA · Hybrid

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

Vestwell

Associate, Conversions

King Of Prussia, PA · On-site

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

Vestwell

Associate, Custody Operations

King Of Prussia, PA · On-site

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

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Relius information

What is a Relius administrator?

A Relius job typically involves working with Relius software, a suite of tools used for retirement plan administration, compliance, and recordkeeping. Professionals in this role may be responsible for managing employee benefit plans, ensuring regulatory compliance, and handling plan reporting. They often work in financial services, human resources, or third-party administration firms. Strong knowledge of IRS and DOL regulations, as well as experience with pension and retirement plans, is often required.

What does a Relius administrator do?

A Relius administrator is a professional who manages retirement plans using the Relius Administration software, a widely used platform for recordkeeping and compliance in the retirement plan industry. Their responsibilities include setting up and maintaining plan data, processing contributions and distributions, generating compliance reports, and ensuring that plans meet regulatory requirements. They often work closely with plan sponsors, financial advisors, and participants to answer questions and resolve issues related to 401(k)s, pension plans, and other qualified retirement plans.

What are the key skills and qualifications needed to thrive as a Relius administrator, and why are they important?

To thrive as a Relius Administrator, you need a solid understanding of retirement plan administration, compliance regulations (such as ERISA), and experience with plan documentation, often supported by a degree in finance, accounting, or a related field. Proficiency in Relius Administration software, as well as familiarity with other recordkeeping and reporting systems, is typically required, and ASPPA or similar certifications can be advantageous. Attention to detail, analytical thinking, and strong client communication skills set standout administrators apart. These skills and qualifications are crucial for ensuring accurate plan management, regulatory compliance, and effective client service in a highly regulated environment.

What are some common challenges faced by Relius administrators when managing retirement plan compliance, and how can they be addressed?

Relius Administrators often encounter challenges such as keeping up with frequent regulatory changes, ensuring data accuracy across large volumes of participant information, and managing tight deadlines for annual testing and reporting. Staying current with ongoing training, utilizing the software's built-in compliance checks, and maintaining clear communication with clients and team members can help address these issues. Collaborative problem-solving within the administration team and leveraging support resources from the software provider are also effective strategies for overcoming these challenges.

What is the difference between Relius vs Financial Advisor?

AspectReliusFinancial Advisor
CertificationsTypically requires industry-specific licenses and certifications such as Series 6, 7, or 63Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentPrimarily works in financial institutions, banks, or investment firmsWorks in banks, independent firms, or as independent consultants
Industry UsageUsed in financial services for managing client accounts and investmentsUsed broadly in financial planning, investment management, and wealth advisory

Relius and Financial Advisor roles share overlapping certifications and work environments, but Relius typically refers to a specific software or platform used within financial services, whereas Financial Advisor describes a professional providing personalized financial planning and investment advice.

What are the most commonly searched types of Relius jobs in Pennsylvania?

The most popular types of Relius jobs in Pennsylvania are:

What are popular job titles related to Relius jobs in Pennsylvania?

For Relius jobs in Pennsylvania, the most frequently searched job titles are:

What job categories do people searching Relius jobs in Pennsylvania look for?

The top searched job categories for Relius jobs in Pennsylvania are:

Relius jobs near you
Infographic showing various Relius job openings in Pennsylvania as of August 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution.

Associate, Custody Operations

Vestwell

King Of Prussia, PA • Hybrid

$65K - $75K/yr

Full-time

Retirement

Posted 3 days ago

New

Job description

Who Are We Looking For?

Vestwell is growing and looking for a Custody Ops Associate! This role plays an integral part in the day to day processing and monitoring of plans on Vestwell's platform. In this position, you will have the opportunity to collaborate cross- functionally with internal stakeholders to provide exceptional service to plan sponsors.

What Will You Be Doing?

  • Review incoming cash, wires, and checks coming onto our trust accounting system
  • Processing of corrections on a plan and participant level on a daily basis
  • Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
  • Respond to a high volume of complex operational correctional issues for internal teams
  • Identify and resolve discrepancies in Cash and Share balances
  • Oversee and help ensure other team member action items are completed
  • Ensure collaboration with all internal teams to meet expected timelines
  • Support the creation and maintenance of written operating procedures related to assigned functions
  • Oversee and audit record-keeping and plan administration components
  • Monitor deliverables and ensure timely completion of team projects
  • Investigate and reconcile discrepancies in data and remediate accordingly
  • Strong written communication, critical thinking and organizational skills

Requirements

The Necessities

  • Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
  • Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations
  • Demonstrate an affinity for learning, creating, and iterating rapidly
  • Proactive and analytical, able to problem-solve and propose solutions
  • Demonstrate a high degree of organization and dependability
  • Ability to prioritize tasks and manage client expectations
  • Ability to use excel at a high level

The Extras

  • Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
  • Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle
  • Familiarity with custodial platforms, such as Matrix or Schwab
  • General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credentials
  • Relevant record-keeper experience

This role will be based in Vestwell's King of Prussia office, and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is $65K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

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