Forge Global
FinTech
Onboarding,OperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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
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. The Role: As a Operations Specialist, you will support investors and internal teams by processing inbound cash and asset transfer requests into self-directed retirement accounts. This role focuses on reviewing transfer documentation, submitting requests to delivering custodians, tracking transfer status, and following up to ensure timely completion. In addition to transfer processing responsibilities, this role provides cross-functional support to the New Accounts Onboarding team by assisting with account maintenance requests as needed to help balance team capacity and ensure timely service delivery. The ideal candidate demonstrates strong organiz
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