Private Equity Specialist

Forge Trust is a division of Forge Global that helps tens of thousands of customers save for their future, with over $13 billion in assets under custody. Whether it is for buying a house, helping an entrepreneur start a company to change the world, or simply saving for that beach house they dream of living in one day, Forge Trust is a trusted and valued partner in realizing our customers’ dreams for their future years. Forge Trust is also the custodian that underlies LendingClub, WealthFront and Acorns, supporting almost 1.5 million consumers with their financial goals. We see incredible potential in bringing together this powerful platform with the broader trading and data capabilities of Forge Global.

The Role:

The Private Equity Department has an open full-time position. The Private Equity Department Specialist’s primary responsibilities include processing various new investments, liquidations, in-kind exchanges, and expense requests received from our clients.  The ideal candidate possesses a fundamental understanding of retirement plans with a strong desire to continue learning and growing as an expert in this area.

Responsibilities 

• Ability to cross train and float between transaction types within the department. 
• Ensure all transactions and customer requests are completed within defined service level times while meeting accuracy and productivity standards. 
• Communicate with investors, sponsors and internal departments via phone, email or in writing as appropriate to resolve service requests. 
• Process all items/requests per regulatory standards and trust company procedures to ensure compliance with the maintenance of accounts and maintain necessary documentation accordingly. 
• Research complicated issues to resolve account errors and make adjustments. 
• Assist in other functions and projects as assigned.   

Qualifications

• Data entry, keying 40+ wpm. 
• Extensive customer service experience in the financial/banking/retirement service area. 
• Strong verbal and written communication skills. 
• Outstanding organizational ability and attention to detail. 
• Working knowledge of Microsoft Suite: Word, Excel, PowerPoint and Outlook. 

Desired Characteristics 

• Two years of IRA, retirement services or banking operations experience. 
• Excellent interpersonal and teamwork skills. 
• Strong problem solving, conflict resolution and negotiation skills. 
• Client Service oriented. 
• Ability to multi-task. 
• Ability to work under pressure. 
• Ability to be self-motivated and to think “out of the box”. 
• Strong sense of integrity. 

COLORADO ONLY: This position is up to $21.25/HR depending on experience. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. This position is remote in Denver, CO.