Custody Operations Specialist

Responsibilities:

• Assist with entering and updating client account information.
• Key dividend reinvestments and monthly valuation data.
• 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.
• Take the extra mile to ensure accuracy.
• Other duties as assigned, up to but limited to, Taxes, Bad Assets, Levies, and IRA LLC Dissolutions.

Requirements:

• Track record of over-achieving quota.
• Strong verbal and written communication skills
• Familiarity with Microsoft Office.
• Ability to multi-task, prioritize, and manage time effectively
• Strong organizational, problem solving and time management skills.
• Ability to work under pressure.
• Self-motivated and resourceful. Identify process improvements and efficiencies.
• Work collaboratively and assist a variety of clients.
• Must be able to sit and/or stand in an office or remote setting for long periods of time while working
• Must be able to train on-site in San Mateo, CA with possible remote work following training

Extra Bonus Points:

• Knowledge and understanding of IRS Regulations for retirement accounts and qualified plans
• Retirement Account experience strongly preferred
• Ability to jump in and make a difference in a very short period of time
• Knowledge and understanding of IRS Regulations for retirement accounts and qualified plans

For residents of San Francisco/Bay Area, CA the hourly range for this role is $24/hr- $25/hr + bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, annual bonus, and other factors.

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment. 

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.