Forge Global

DocumentProcessingSpecialist

$0–0k San Francisco, California, United States
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Document Processing Specialist at Forge Global. Monitor Zendesk ticketing system. Retrieve documents”

Industry & Context.

Eligibility Requirements

Move/lift 20lbs, Operate a computer for 8 hours

What They're Looking For.

Must Have

Close vision, Ability to focus, Climb or scoop, Kneel or crouch, Move/lift 20lbs, Operate a computer for 8 hours, Receive detailed information verbally, Receive detailed information in writing

Nice to Have

Familiarity with Laserfiche, Familiarity with Zendesk

What You'll Do.

Monitor Zendesk ticketing system

Deliver documents to requester

Assist with day-to-day department duties

Maintain accurate hard copy files

Scan Forward to Investor mail

Assist with mailroom duties

Assist with mass mailing

Use databases for client lookups

Use databases for account information

Assist with scanning checks

Assist with preparing checks

Assist with filing checks

Scan Exception Checks

Prepare Exception Checks

File Exception Checks

Assist with scanning batches

Assist with preparing batches

Assist with filing batches

Assist with scanning online research

Assist with indexing online research

Assist with filing online research

Full Job Description

At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options, exceptional service, and unparalleled expertise. The Role:  This role will report to Documents Processing Manager. This position will be responsible for assisting in organizing, scanning, and delegating all incoming mail to the appropriate departments, along with assisting with various assignments and projects as needed by the business. This role is based out of our San Francisco office, 5 days a week

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