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 ...
Forge Global
60 Forge Global Jobs Hiring Near You
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 ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director of Content
New York, NY · On-site
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director of Content
New York, NY · On-site
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director, Private Securities
New York, NY · On-site
$200K - $350K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director, Private Securities
New York, NY · On-site
$200K - $350K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Director, Private Securities
New York, NY · On-site
$250K - $450K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Director, Private Securities
New York, NY · On-site
$250K - $450K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Director, Private Securities
San Francisco, CA · On-site
$250K - $450K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Director, Private Securities
San Francisco, CA · On-site
$250K - $450K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director of Content
San Francisco, CA · On-site
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director of Content
San Francisco, CA · On-site
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Quantitative Researcher
New York, NY · On-site
$170K - $220K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Quantitative Researcher
New York, NY · On-site
$170K - $220K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Data Analyst
New York, NY · On-site
$98K - $100K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Senior Data Analyst
New York, NY · On-site
$98K - $100K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Platform Engineer
San Francisco, CA · On-site
$167K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Platform Engineer
San Francisco, CA · On-site
$167K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Software Engineer II of Marketplace Middleware Engineering
San Francisco, CA · On-site
$169K - $200K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Software Engineer II of Marketplace Middleware Engineering
San Francisco, CA · On-site
$169K - $200K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Platform Engineer
New York, NY · On-site
$167K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Platform Engineer
New York, NY · On-site
$167K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Quality Engineer
New York, NY · On-site
$169K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Staff Quality Engineer
New York, NY · On-site
$169K - $190K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director Private Securities
San Francisco, CA · On-site
$200K - $350K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Director Private Securities
San Francisco, CA · On-site
$200K - $350K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Quantitative Researcher
San Francisco, CA · On-site
$170K - $220K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Quantitative Researcher
San Francisco, CA · On-site
$170K - $220K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Agile Program Manager
New York, NY · On-site
$140K - $165K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Agile Program Manager
New York, NY · On-site
$140K - $165K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Agile Program Manager
Denver, CO · On-site
$126K - $150K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Agile Program Manager
Denver, CO · On-site
$126K - $150K/yr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Document Processing Specialist
San Francisco, CA · On-site
$24 - $25/hr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
Document Processing Specialist
San Francisco, CA · On-site
$24 - $25/hr
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ...
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Posted 15 days ago
Job description
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:
As a Transfers-Out/Distributions Specialist, you will be communicating with Investors, by assisting with Transfers-Out, Distribution (Cash & In-kind) and Roth Conversion transactions, which can consist of questions, issues, creating letters and problem resolutions. Must demonstrate strong organizational skills, attention to detail, communication (written and verbal).
Location: This role requires 2-3 days a week in office in San Francisco, CA.
Responsibilities:
- Prepare and send out re-registration letters for In-Kind distribution/ transfer and Roth Conversion requests
- Communicate with other departments as needed
- Research issues relating to clients' account/requests
- Process cash distribution & Transfer requests in PDS system
- Review and Assign tickets from Zendesk folders
- Assist with daily quality control (QC) of transactions processed by team members
- Provide excellent communication to address clients'/sponsors & other IRA custodians questions and concerns on a timely basis.
- Assist with internal projects as needed
Qualifications:
- 1+ year of experience in financial services or a related field
- Strong verbal and written communication skills
- Ability to work independently and collaboratively
- Flexible and adaptable in a fast-paced environment
- Strong problem-solving and analytical skills
- Detail-oriented with excellent organizational skills
- Ability to manage multiple tasks and priorities
- Proficient in Microsoft Word, Excel, and Outlook
- Knowledge of IRAs preferred
For residents of San Francisco, CA hourly range for this role is $24.00 - $25.00/hr + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.