Transfers Out / Distribution Specialist

Forge Global · Greater Denver Area

Company

Forge Global

Location

Greater Denver Area

Type

Full Time

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 it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ 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.

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: 
  • Provide excellent communications by addressing clients’ questions and concerns on a timely basis
  • Accurately execute client transactions across the different organizational systems
  • Assist with internal projects if asked by your manager or other departments needs help
Responsibilities: 
  • As a Transfers-Out/Distributions Specialist, you will be communicating with Investors, by assisting with Transfers-Out, Distribution and Liquidation transactions, which can consist of questions, issues, creating letters and problem resolutions
  • Must demonstrate strong organizational skills, attention to detail, communication (written and verbal)
  • Prepare and send out letters for In-Kind distribution and transfer requests
  • Prepare and send out requests/letters for Liquidations
  • Getting paperwork ready for signatures and sending out paperwork for exchanges
  • Data Entry
  • Email and phone communications with clients, sponsors, and other IRA custodians
  • Communicating with other departments
  • Researching
  • Process cash distributions
  • Other tasks as assigned
Qualifications: 
  • 1 year of equivalent work experience in financial services
  • Strong verbal and written communication skills
  • Ability to work independently and as a team player
  • Ability to be flexible
  • Strong problem-solving skills
  • Must be detail oriented
  • Must be able to multitask
  • Knowledge of IRAs is a plus
  • Proficient in Microsoft Office–Word, Excel, Outlook
  • Must be able to sit and/or stand for long periods of time in an office or home office setting while working

COLORADO ONLY: This position is at $21.25/HR depending on experience + bonus & equity. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. 

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.

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.

Apply Now

Date Posted

01/27/2023

Views

5

Back to Job Listings Add To Job List Company Profile View Company Reviews
Positive
Subjectivity Score: 0.8

Similar Jobs

SEO Specialist (Remote) - Terrayn

Views in the last 30 days - 0

Terrayn a digital marketing agency specializing in the cannabis industry is seeking an experienced SEO Specialist The role involves developing SEO str...

View Details

Senior Electrical Engineer - Red 6

Views in the last 30 days - 0

Red 6 is a pioneering AR technology startup specializing in synthetic air combat training The company is seeking a Senior Electrical Engineer to contr...

View Details

Compliance Researcher - Accurate Background

Views in the last 30 days - 0

Accurate Background is seeking a Compliance Researcher to join their team The role involves maintaining the Global Services Register conducting compli...

View Details

Colorado JCC Salesforce Administrator - OpenTent

Views in the last 30 days - 0

OpenTent a dedicated team of data specialists is seeking a Salesforce Administrator to support the Boulder and Denver Jewish Community Centers The rol...

View Details

Implementation Consultant I-1 - Vertafore

Views in the last 30 days - 0

Vertafore a leading technology company in the insurance industry is seeking dynamic and passionate individuals to join their Professional Services Org...

View Details

GenAI Architect - ServiceNow

Views in the last 30 days - 0

ServiceNow a global market leader in AIenhanced technology is seeking a GenAI Architect to drive customer outcomes and value realization The role invo...

View Details