Onboarding, Operations Specialist

<div class="content-intro"><hr> <p>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.&nbsp;</p> <p>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.&nbsp;</p> <p>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.&nbsp;</p> <p>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.&nbsp;</p></div><hr> <p><strong><span data-contrast="auto">The Role:&nbsp;&nbsp;</span></strong></p> <p data-start="137" data-end="491">As a Operations Specialist, you will support investors and internal teams by processing inbound cash and asset transfer requests into self-directed retirement accounts. This role focuses on reviewing transfer documentation, submitting requests to delivering custodians, tracking transfer status, and following up to ensure timely completion.</p> <p data-start="493" data-end="748">In addition to transfer processing responsibilities, this role provides cross-functional support to the New Accounts Onboarding team by assisting with account maintenance requests as needed to help balance team capacity and ensure timely service delivery.</p> <p data-start="750" data-end="933">The ideal candidate demonstrates strong organizational skills, attention to detail, and effective written and verbal communication while managing multiple transactions simultaneously.</p> <p><strong>Location: This role requires 2-3 days a week in office in San Francisco, CA.</strong></p> <hr> <p><strong><span data-contrast="auto">Responsibilities:&nbsp;</span></strong></p> <ul> <li data-section-id="1qbuylc" data-sta