Asset Administration Operations Specialist Contractor

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 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 $25/HR depending on experience. This is a contractor position and is remote in Denver CO.

What We Do

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 it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440000 registered users and private shares have traded in more than 500 companies since inception representing over $12 billion in volume across over 21000+ transactions. 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.

Why Work With Us

At Forge we offer extensive opportunities for growth to provide employees with endless possibilities developing careers through unique experiences. The diversity of skills experience and thought is what drives innovation within our walls.

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