Asset Administration Operations Specialist - Remote

Overview

As an Asset Administration Operations Specialist at Forge, you will play a crucial role in managing client accounts and ensuring compliance with IRS regulations, contributing to the success of our innovative financial solutions.

In Short

• Review and update client account information.
• Identify and assess client submissions.
• Provide accurate information following company procedures.
• Maintain records of client submissions and process requests.
• Follow communication procedures and departmental policies.
• Support the overall success of the team and organization.

Requirements

• Knowledge of IRS Regulations for retirement accounts.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office.
• Strong organizational skills and ability to multi-task.
• Problem-solving skills and ability to identify process improvements.
• Ability to work under pressure and be self-motivated.

Benefits

• Medical, Dental, Vision, and Life Insurance.
• Long Term and Short Term Disability.
• 401(k) Plan.