The Role:

MUST BE ABLE TO COME INTO OUR SAN MATEO OFFICE 2-3 DAYS A WEEK.

The Private Equity Department Specialist’s primary responsibilities include processing various investments, liquidations, in-kind exchanges, and expense requests received from our clients. The Representative reports to the Private Equity Department Manager.

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 in accordance with 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.
Special projects as needed.

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.
Must be able to sit and/or stand for long periods of time while working.

Preferred Qualifications:

2 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, to work under pressure, be pro-active and to think “out of the box”.
Maturity and a strong sense of integrity, self-motivated and resourceful, strong cultural awareness

The position is based in the San Mateo, CA area. This individual will need to be onsite up to three days per week. SAN MATEO ONLY: This position is up to $24/HR + bonus. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan.

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Type: Full-time

Pay: $24.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Compensation package:

Hourly pay
Yearly bonus

Experience level:

2 years
3 years

Schedule:

8 hour shift
Monday to Friday

Work setting:

Office
Remote

Experience:

Microsoft Excel: 1 year (Required)

Location:

San Mateo, CA 94403 (Required)

Work Location: Hybrid remote in San Mateo, CA 94403

Forge jobs

Private Equity Specialist