Transfers Out and Distributions Specialist

About the role

As a Transfers-Out/Distributions Specialist, you will be communicating with Investors, by assisting with Transfers-Out, Distribution (Cash & In-kind) and Roth Conversion transactions, which can consist of questions, issues, creating letters and problem resolutions. Must demonstrate strong organizational skills, attention to detail, communication (written and verbal). Location: This role requires 2-3 days a week in office in San Francisco, CA.

Responsibilities

• Prepare and send out re-registration letters for In-Kind distribution/ transfer and Roth Conversion requests
• Communicate with other departments as needed
• Research issues relating to clients' account/requests
• Process cash distribution & Transfer requests in PDS system
• Review and Assign tickets from Zendesk folders
• Assist with daily quality control (QC) of transactions processed by team members
• Provide excellent communication to address clients'/sponsors & other IRA custodians questions and concerns on a timely basis.
• Assist with internal projects as needed

Requirements

• 1+ year of experience in financial services or a related field
• Strong verbal and written communication skills
• Ability to work independently and collaboratively
• Flexible and adaptable in a fast-paced environment
• Strong problem-solving and analytical skills
• Detail-oriented with excellent organizational skills
• Ability to manage multiple tasks and priorities
• Proficient in Microsoft Word, Excel, and Outlook
• Knowledge of IRAs preferred
• For residents of San Francisco, CA hourly range for this role is $24.00 - $25.00/hr + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors .
• Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches as well as fingerprint and drug test.

Benefits

Additional Information

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 division of Forge Global that helps tens of thousands of customers save for their future, with over $13 billion in assets under custody. Whether it is for buying a house, helping an entrepreneur start a company to change the world, or simply saving for that beach house they dream of living in one day, Forge Trust is a trusted and valued partner in realizing our customers' dreams for their future years. Forge Trust is also the custodian that underlies LendingClub, WealthFront and Acorns, supporting almost 1.5 million consumers with their financial goals. We see incredible potential in bringing together this powerful platform with the broader trading and data capabilities of Forge Global.

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