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.
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.
Forgeglobal · San Francisco, CA