Transfers & Onboarding Operations Specialist
FORGE
Forge, located in San Francisco, is seeking an Operations Specialist to support investors by processing inbound cash and asset transfer requests for self-directed retirement accounts. The role involves reviewing transfer documentation, tracking transfer status, and maintaining accurate records while collaborating with various teams to ensure timely service delivery. The ideal candidate should possess strong organizational skills and the ability to manage multiple tasks efficiently, with a minimum of one year of relevant experience in financial services. #J-18808-Ljbffr Forge
Vacancy posted 2 days ago
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