Asset Administration, Operations Specialist Denver, Colorado, United States

Forge Global, Inc.; Colorado; On-site; USD 60,000 - 80,000; Full time

Job summary

Forge Global, Inc. is seeking an Asset Administration, Operations Specialist to join their remote team in Denver, CO. The role involves managing client accounts, ensuring compliance with IRS regulations, and providing excellent customer service through effective communication. Join a company driving significant innovations in the private market while enjoying competitive benefits.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Short and Long Term Disability

Qualifications

• Knowledge of IRS Regulations for retirement accounts.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and time management.

Responsibilities

• Review and update client account information.
• Identify and assess client submissions.
• Maintain records of client submissions and processes.

Skills

Written communication

Verbal communication

Organizational skills

Problem-solving skills

Time management

Tools

Microsoft Office

Job description

Asset Administration, Operations Specialist

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 is building a growing network effect.

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: Asset Administration, Operations Specialist

Location: This position is remote in Denver, CO.

Responsibilities:

• Review and update client account information including, but not limited to, monthly valuation data, LLC dissolutions, and assets in receivership.
• 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.
• Other duties as assigned to support the overall success of the team and organization

Requirements:

• Knowledge and understanding of IRS Regulations for retirement accounts & qualified plans
• Strong written and verbal communication skills
• Proficiency with Microsoft Office.
• Strong organizational, ability to multi-task, prioritize, and manage time effectively
• Ability to identify process improvements and efficiencies, strong problem-solving skills.
• Ability to work under pressure, self-motivated and resourceful.
• Must be able to sit and/or stand in an office or remote setting for long periods of time while working

COLORADO ONLY: This position is up to $21.25/HR depending on experience. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. This position is remote in Denver, CO.

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.

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Individuals seeking employment at Forge Global are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

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