Document Processing Specialist

Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options exceptional service and unparalleled expertise.

The Role:  

This role will report to Documents Processing Manager. This position will be responsible for assisting in organizing scanning and delegating all incoming mail to the appropriate departments along with assisting with various assignments and projects as needed by the business. This role is based out of our San Francisco office 5 days a week. 

Responsibilities:  

• Monitor Zendesk ticketing system for original document requests: retrieve documents and deliver to the requester
• Assist with day-to-day department duties as required sort prepare and scan all mail that has been categorized into individual departments
• File and maintain accurate hard copy files per department procedures
• Scan all Forward to Investor mail and send it to the client via email and/or US mail assist with mailroom duties including mass mailing
• Use databases for client lookups and detailed account information 
• Assist with scanning preparing and filing batches of checks and Exception Checks via Laserfiche and Zendesk
• Special projects and miscellaneous scanning/indexing/filing online research duties as required
• Knowledgeable in Microsoft applications (Word Excel Outlook etc.) 

Qualifications:  

• Specific vision abilities required by this job include close vision and ability to focus
• While preforming the duties of this role you will occasionally be required to walk; climb or balance; scoop kneel or crouch
• You must be able to move/lift 20lbs (a full file box)
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
• This role requires to be in office 5 days a week. This is not a remote role. 

Preferred Qualifications:

• Familiarity with Laserfiche and/or Zendesk

For residents of San Francisco CA the hourly range for this role is $24.00 - $25.00 + annual bonus. Final offers may vary from the amount listed based on geography candidate experience and expertise bonus and other factors.

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.

Gallery