Transfer & Onboarding Operations Specialist
FORGE
Forge is seeking an Operations Specialist in San Francisco to handle inbound cash and asset transfers into self-directed retirement accounts. This role involves reviewing transfer documentation, submitting requests to custodians, and ensuring timely completion through effective communication with investors. The ideal candidate has over a year of experience in financial services, outstanding organizational skills, and proficiency in Microsoft Office. A commitment to detail is essential for success in this collaborative environment. #J-18808-Ljbffr Forge
Vacancy posted 4 days ago
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