Onboarding Operations Specialist

The Role:  

As a Operations Specialist you will support investors and internal teams by processing inbound cash and asset transfer requests into self-directed retirement accounts. This role focuses on reviewing transfer documentation submitting requests to delivering custodians tracking transfer status and following up to ensure timely completion.

In addition to transfer processing responsibilities this role provides cross-functional support to the New Accounts Onboarding team by assisting with account maintenance requests as needed to help balance team capacity and ensure timely service delivery.

The ideal candidate demonstrates strong organizational skills attention to detail and effective written and verbal communication while managing multiple transactions simultaneously.

Location: This role requires 2-3 days a week in office in San Francisco CA.

Responsibilities: 

• Review incoming cash and asset transfer paperwork for completeness and accuracy prior to submission
• Submit transfer requests to third-party custodians via approved delivery methods (fax secure upload mail or email when applicable)
• Track transfer pipelines and follow up with custodians as needed
• Maintain accurate notes and status updates within internal systems
• Communicate with investors regarding missing documentation or transfer status updates
• Collaborate with onboarding and account maintenance teams to resolve transfer-related issues
• Provide cross-team support to the New Accounts team by assisting with account maintenance requests as needed
• Assist with internal operational projects as assigned by management

• Review transfer authorization forms and supporting documentation for accuracy and completeness
• Submit cash and asset transfer requests to delivering custodians
• Monitor transfer queues and aging requests
• Follow up with custodians to ensure timely processing of transfers
• Identify missing or incorrect documentation and coordinate corrections
• Provide status updates to investors and internal teams
• Maintain accurate transaction tracking and data entry across systems
• Research transfer delays and discrepancies
• Coordinate with onboarding and account maintenance teams as needed
• Support the New Accounts team with processing account maintenance requests based on staffing levels and operational priorities
• Perform other duties as assigned

• 1+ year of experience in financial services operations support or transaction processing
• Strong attention to detail and organizational skills
• Ability to manage multiple open requests simultaneously
• Strong written and verbal communication skills
• Ability to work independently and collaboratively within a team environment
• Strong problem-solving and follow-through skills
• Comfortable working in a process-driven ticket-based workflow environment
• Knowledge of IRAs or retirement account transfers is a plus
• Proficiency in Microsoft Office (Word Excel Outlook)

• Experience processing retirement account transfers (IRA transfers preferred)
• Experience working with custodians trust companies RIAs or broker-dealers
• Familiarity with transfer authorization documentation
• Experience reviewing financial paperwork for completeness and accuracy
• Experience working in queue-based operations environments
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

For residents of San Francisco CA the annual salary range for this role is $24/hr - $25/hr + 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.

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