Job description
At Forge (NYSE: FRGE), 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, humble, and accountable. 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 planet-saving, plant-based nutrition, 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.
The Role: Asset Administration, Senior Operations Specialist
Location: This position is remote in Denver, CO.
Responsibilities:
- Review and update client account information including, but not limited to, monthly valuation data, LLC dissolutions, and assets in receivership.
- Identify and assess client’s submissions to achieve compliant results.
- Provide accurate, valid and complete information by using the right methods/tools in accordance with company procedures.
- Maintain records of client submissions, process client requests and file documents.
- Follow communication procedures, guidelines and departmental policies and procedures.
- Other duties as assigned to support the overall success of the team and organization
Requirements:
- Knowledge and understanding of IRS Regulations for retirement accounts & qualified plans
- Strong written and verbal communication skills
- Proficiency with Microsoft Office.
- Strong organizational, ability to multi-task, prioritize, and manage time effectively
- Ability to identify process improvements and efficiencies, strong problem-solving skills.
- Ability to work under pressure, self-motivated and resourceful.
- Must be able to sit and/or stand in an office or remote setting for long periods of time while working
COLORADO ONLY: This position is up to $21.25/HR depending on experience. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. This position is remote in Denver, CO.
Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
