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Relius Jobs (NOW HIRING)

Vestwell

Associate, Custody Operations

King Of Prussia, PA · Hybrid

$65K - $70K/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 ...

MP RPO

Senior Retirement Plan Administrator

Chicago, IL · On-site

$80K - $85K/yr

Basic to intermediate understanding of Relius Administration, Government Forms, FT Williams system a plus. * ASPPA designations or equivalent a plus. ADDITIONAL INFORMATION: * Full-time, direct hire ...

MP RPO

Senior Retirement Plan Administrator

Chicago, IL · Remote

$80K - $85K/yr

Basic to intermediate understanding of Relius Administration, Government Forms, FT Williams system a plus. * ASPPA designations or equivalent a plus. ADDITIONAL INFORMATION: * Full-time, direct hire ...

isolved

401(k) Plan Administrator

Dubuque, IA · On-site

Monitoring daily system tasks within the Relius system * Proactively communicate any data issues identified with clients and/or participants * Respond to client requests, issues, and/or problems ...

Vestwell

Associate, Conversions

King Of Prussia, PA · Hybrid

$65K - $70K/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 ...

FIS

Representative Senior, BPS Client Contact

Atlanta, GA · Remote

$18.50 - $25.50/hr

... Relius or similar platforms Experience maintaining plan document libraries or prototype language databases Exposure to document quality assurance processes and discrepancy resolution What We Offer ...

Vestwell

Senior Specialist, Plan Design

Austin, TX · On-site

Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius) * Knowledge of Application Programming Interface (API) functionality * Experience with ...

HUB International

Plan Document Specialist

Austin, TX · On-site

$34 - $36/hr

Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar) Skills and Knowledge: * Regulatory compliance * Deadline-driven reporting * Analytical problem ...

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Relius information

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 is a Relius administrator and what do they 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 is a Relius job?

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 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.

More about Relius jobs
What are the most commonly searched types of Relius jobs? The most popular types of Relius jobs are:
What states have the most Relius jobs? States with the most job openings for Relius jobs include:
What job categories do people searching Relius jobs look for? The top searched job categories for Relius jobs are:
Relius jobs near you
Infographic showing various Relius job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 53% Physical, 13% Hybrid, and 34% Remote job distribution.
Associate, Custody Operations

Associate, Custody Operations

Vestwell

King Of Prussia, PA • Hybrid

$65K - $70K/yr

Other

Retirement

Posted 11 days ago

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 - $70K 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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