Wealth Operations Specialist

Forge Consulting; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Health & Wellness

401(k) with employer match

PTO and holidays

Education assistance

Parental leave

Volunteer time off

Career growth

People-first culture

Job summary

The Forge Companies is seeking an Operations Specialist I - Wealth to support Investment Officers and Client Support Teams in daily administration and management of advisory accounts. The role requires self-motivation, multi-tasking, and strong communication and interpersonal skills to ensure accurate and timely service delivery.

As part of Advocacy Wealth Management, you will review client paperwork, maintain records, assist in funding and billing, and collaborate across Operations to meet

Qualifications

• Bachelor's degree in business, finance or related field
• Experience using custodial platforms such as Fidelity/Schwab
• Strong attention to detail and excellent organizational skills
• Collaborative attitude
• Excellent written and communication skills
• Ability to communicate thoughts and findings to management effectively
• Be a positive influence on co-workers
• Be creative, passionate, fun, and energetic to impact our mission

Responsibilities

• 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 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

Skills

Attention to detail

Excellent written communication

Collaborative attitude

Positive influence

Time management

Education

Bachelor's degree in business/finance

Tools

Fidelity/Schwab platforms

Job description

About The Forge Companies

The Forge Companies is a fast-growing financial services organization backed by TA Associates, a leading global private equity firm. Since our founding in 2003, we have grown into an integrated platform of businesses providing specialized solutions across structured settlements, trust administration, wealth management, and financial services. We are dedicated to supporting plaintiff attorneys, their clients, and families navigating complex financial and life events.

At Forge, our people are at the heart of everything we do. We foster a collaborative, supportive culture built on trust, respect, excellence, empathy, and selflessness. Our commitment to our teammates has earned us recognition as a Top Workplace by the Atlanta Journal-Constitution. Check out our Top Workplaces page, part of the nation’s most credible employer recognition program.

As we continue to grow, we offer the opportunity to make a meaningful impact and build a career alongside a team that values your contributions. Join us as we continue to expand our reach and help individuals, families, and businesses navigate important financial decisions.

Job Summary

Advocacy Wealth Managementprovides personalized wealth management, investment management, and financial planning to help individuals and families pursue their financial goals.

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
• Collaborative attitude
• 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.

Benefits & Perks

At The Forge Companies, we believe taking care of our teammates is essential to building a supportive workplace. We offer a competitive benefits package designed to support your well-being and work-life balance.

Our benefits and perks include:

• Competitive Compensation – Competitive pay aligned with the role and experience.
• Health & Wellness – Medical, dental, vision, life, and disability insurance with multiple plan options, plus a no cost Wellhub fitness and wellness platform membership.
• Retirement Planning – 401(k) retirement plan with a 4% employer match.
• Paid Time Off – 18 days of PTO for new employees plus 2 floating holidays and 9 company holidays. Employees’ PTO accrual rates increase with additional years of service to reach a maximum of 28 days.
• Education & Professional Development – Access to our education assistance program, along with company-paid licenses, certifications, and continuing education to support your growth and success in your role.
• Paid Parental Leave – Support for eligible teammates welcoming a child through birth, fostering, or adoption.
• Giving Back – 8 hours of paid time off for volunteering and supporting causes that matter to you.
• Career Growth – Opportunities for professional growth, new challenges, and long-term career advancement within a rapidly expanding organization that values internal mobility and promoting from within.
• People-First Culture – A collaborative, team-oriented environment where employees are encouraged to share ideas, learn from each other, and make a meaningful impact.