Forge Global
DocumentProcessingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Document Processing Specialist at Forge Global. Monitor Zendesk ticketing system. Retrieve documents”
Industry & Context.
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
Applying for this Document Processing Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Forge Global?
Real rants from real employees. Read before you apply.