Operations Specialist - Wealth

The-Forge-Companies; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

The Forge Companies seek an Operations Specialist I - Wealth to support Investment Officers and Client Support Teams in daily advisory account administration. You’ll handle account paperwork, funding, and maintenance while meeting tight deadlines and communicating clearly with clients and colleagues.

The role requires a bachelor’s degree or equivalent experience, proficiency with custodial platforms (Fidelity/Schwab), and strong attention to detail.

Qualifications

• Bachelor’s degree in business, finance or related field, or equivalent work experience.
• Experience using custodial platforms such as Fidelity or Schwab.
• High attention to detail and strong organizational skills.
• Excellent written and verbal communication skills.
• Ability to present findings clearly to management.
• Positive influence on coworkers; energetic and collaborative.”],
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Responsibilities

• Review and process new/existing client account paperwork.
• Maintain client records in CRM and document storage platforms.
• Assist in account funding, transfers, and re-registering of securities.
• Help terminate accounts and process deposits/disbursements.
• Support Operations Manager with special projects and process improvements.
• Ensure internal controls and regulatory compliance.
• Provide back-up support to Forge Operations and other teams.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Team player

Education

Bachelor’s degree or equivalent

Tools

Custodial platforms (Fidelity/Schwab)

Job description

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The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations Specialist-Wealth should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Account Opening: review and process new/existing client account paperwork with Fidelity/Schwab.

Account Maintenance: ensure all client records are updated accurately and timely.

Account Funding: assists in the transferring and re-registering of securities for new accounts.

Assists in the termination of accounts.

Processes account deposits and disbursements.

Maintain internal controls and meet audit and regulatory requirements.

Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms.

Assist Operations Manager with special projects and team service improvement.

Assist with investment account billing set up, processing, and final fee processes at account closing.

Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed.

Performs other duties as assigned.

Desired Knowledge, Skills, and Abilities

Bachelor’s degree in a business, finance or related field, or equivalent work experience

Experience using custodial platforms (Ex. Fidelity/Schwab)

Strong attention to detail and excellent organizational skills

Excellent written and communication skills

Ability to communicate thoughts and findings to management effectively and efficiently

Be a positive influence on co-workers

Be creative, passionate, fun, and energetic to impact our mission

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 15 pounds at times.

Travel Requirements

Less than 5% of the time, but occasional travel is necessary.