Wealth Operations Specialist

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

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.