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Forge Global

Forge Global is a leading platform working to revolutionize access to the private market by offering investors and shareholders transparent tools, data, and insights to make inform

Asset Administration, Operations Specialist

Location

United States + 9 moreAll locations: United States | United Kingdom | Canada | Germany | France | India | Brazil | Australia | Estonia | Japan

Posted

36 days ago

Salary

$21 - $24 / hour

Seniority

Mid Level

No structured requirement data.

Job Description

Asset Administration, Operations Specialist

Forge Global

Role Description 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) - 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. Qualifications - Knowledge and understanding of IRS Regulations for retirement accounts & qualified plans. - Strong written and verbal communication skills. - Proficiency with Microsoft Office. - Strong organizational skills, 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. Requirements - Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches. Company Description 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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