Forge Global
FinTech
Onboarding,OperationsSpecialist
“Onboarding, Operations Specialist at Forge Global. Skills: Transfer processing, Operations support, Account maintenance. Support investors. Process inbound cash”
What You'll Achieve.
Ensure timely completion; Ensure timely service delivery
Industry & Context.
Problem-solving; Follow-through
Operate computer 8 hours
What They're Looking For.
Must Have
1+ year experience, Attention to detail, Organizational skills, Manage multiple requests, Written communication skills, Verbal communication skills, Work independently, Work collaboratively, Problem-solving skills, Follow-through skills, Process-driven workflow, Ticket-based workflow
Nice to Have
Knowledge of IRAs, Retirement account transfers, Processing retirement account transfers, IRA transfers preferred, Experience working with custodians, Trust companies experience, RIAs experience, Broker-dealers experience, Familiarity with transfer authorization documentation, Reviewing financial paperwork, Working in queue-based operations
What You'll Do.
Process asset transfer requests
Review transfer documentation
Submit requests to custodians
Track transfer status
Follow up on transfers
Ensure timely completion
Provide cross-functional support
Assist with account maintenance
Balance team capacity
Ensure timely service delivery
Review paperwork for completeness
Review paperwork for accuracy
Submit transfer requests
Track transfer pipelines
Follow up with custodians
Maintain accurate notes
Update internal systems
Communicate with investors
Resolve transfer-related issues
Assist with operational projects
Review authorization forms
Monitor transfer queues
Monitor aging requests
Ensure timely processing
Identify missing documentation
Identify incorrect documentation
Coordinate corrections
Provide status updates
Maintain transaction tracking
Research transfer delays
Research transfer discrepancies
Coordinate with onboarding teams
Coordinate with account maintenance
Process account maintenance requests
How You'll Work.
Team & Collaboration
Cross-functional support; Onboarding team support; Account maintenance teams
Communication Scope
Written communication; Verbal communication
Applying for this Onboarding, Operations Specialist role?
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