Operations, Institutional Services: Contractor
At Forge (NYSE: FRGE), 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.
Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options, exceptional service, and unparalleled expertise.
The Role: Contractor, 1099. ( $21/hr-$24/hr DOE, M-F, 8 hours a day)
As an Institutional Services Contractor, you will directly support Institutional and Relationship Management teams, with a focus on assisting to provide premier service to our client and referral relationships. Direct processing and monitoring of IRA account related transactions and/or reconciliation. Communicate with internal operational cross-functional teams as well as external parties. Strict adherence to internal and regulatory security standards.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
- Support client onboarding, relationship management and business development to manage and grow relationships with our strategic referrers, provide high touch team support as service
- Continuously evaluate and identify opportunities to drive process improvements that positively impact the client experience and company initiatives
- Accurately execute cash or securities transactions across multiple platforms, perform verbal investment verification and other custodial duties as needed
- Assist with internal cross-functional improvement projects, identify and recommend process improvement or security enhancements
- Review and accurately identify documents, data entry – general account or asset maintenance
- Exhibit a basic knowledge regarding products and services offered by Forge Trust
- Perform other operational duties and tasks as assigned
Qualifications:
- Ability to independently organize and complete work as assigned, work independently and as a team player
- Strong verbal and written communication skills, professional, personable, self-motivated, organized and reliable
- Problem-solving skills an ability to take initiative and adapt, able to multitask and prioritize urgency of duties to be performed
- Bachelor's degree or equivalent work experience required
- 6 months -1 year work experience in financial services or fintech required
- Proficient in Microsoft Office Suite
Preferred Qualifications:
- Experience with alternate asset investing or investment processing preferred
- Experience with custody and maintenance of retirement accounts preferred
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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