Asset Administration, Operations Specialist

2 hours, 19 minutes ago
Contract
Junior
Operations
Forge

Forge

Forge provides private market solutions that facilitate access to pre-IPO investment opportunities and liquidity for private company shares, aiming to create a transparent and accessible environment for investors, employees, and institutions.

Capital Markets
251-1K
Founded 2014
$88M raised

Description

  • Review and update client account information, including monthly valuation data, LLC dissolutions, and assets in receivership.
  • Assess client submissions to help achieve compliant results.
  • Provide accurate and complete information using the appropriate methods and 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.
  • Support the overall success of the team and organization through other assigned duties.

Requirements

  • Knowledge and understanding of IRS regulations for retirement accounts and qualified plans.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office.
  • Strong organizational skills with the ability to multitask, prioritize, and manage time effectively.
  • Ability to identify process improvements and efficiencies, with strong problem-solving skills.
  • Ability to work under pressure and be self-motivated and resourceful.
  • Background check required upon offer, including employment and education verification plus state and county criminal history searches.
  • This is a 1099 contractor role based remotely in Denver, CO.
  • Schedule is Monday through Friday for 8 hours per day.
  • $21-$24 per hour, depending on experience.

Benefits

  • Remote work in Denver, CO.
  • Competitive hourly pay of $21-$24 per hour, depending on experience.
  • Equal opportunity employer committed to diversity and inclusion.

Interested in this position?

Apply directly on the company website

Apply Now

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