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Asset Administration, Operations Specialist

Forge Global

Key Facts

Remote From: 
United States
Full time
English

Other Skills

  • •
    Microsoft Office
  • •
    Problem Solving
  • •
    Calmness Under Pressure
  • •
    Non-Verbal Communication
  • •
    Multitasking
  • •
    Resourcefulness
  • •
    Time Management
  • •
    Organizational Skills
  • •
    Detail Oriented
  • •
    Prioritization
  • •
    Self-Motivation

Roles & Responsibilities

  • Knowledge and understanding of IRS regulations for retirement accounts (qualified plans)
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office
  • Strong organizational skills with ability to multi-task, prioritize, and manage time effectively

Requirements:

  • Review and update client account information including monthly valuation data, LLC dissolutions, and assets in receivership
  • Identify and assess client 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

Job description

At Forge, 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, accountable, and humble. 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 artificial intelligence, 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. 

The Role: Asset Administration, Operations Specialist

Location: This position is remote in Denver, CO.

The Role: Contractor, 1099. ( $21/hr-$24/hr DOE, M-F, 8 hours a day)

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. 

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

 
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