Onboarding, Operations Specialist
External
Forge · San Francisco, CAFull-timeOn-site2d ago
Documentation
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
Process inbound cash and asset transfer requests for retirement accounts: review documentation, submit requests to custodians, track status, communicate updates to investors, support account maintenance and onboarding teams, research delays, and assist with operational projects.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at Forge? Share your experience