Transfers Out and Distributions Specialist
External
Forge · San Francisco, CAFull-timeOn-site2d ago
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
The Transfers-Out/Distributions Specialist will assist investors with Transfers-Out, Distribution transactions and Roth Conversions, handling communication, problem resolution, and processing requests efficiently.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at Forge? Share your experience