At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.
Our mission is to empower more people to exercise ownership in the world’s leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way. You can learn more about Forge in the following video : “The private market future starts now”.
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:
This role will report to Documents Processing Manager. This position will be responsible for assisting in organizing, scanning, and delegating all incoming mail to the appropriate departments, along with assisting with various assignments and projects as needed by the business. This role is in office, 5 days a week.
Responsibilities:
Sort, prepare, and scan all mail that has been categorized into individual departments
File and maintain accurate hard copy files per department procedures
Monitor Zendesk ticketing system for original document requests: retrieve documents and deliver to the requester
Scan all Forward to Investor mail and send it to the client via email and/or US mail
Use databases for client lookups and detailed account information
Assist with preparing and scanning batches of checks into Laserfiche
Assist with scanning and filing Exception Checks via Laserfiche and Zendesk
Assist with mailroom duties including mass mailings
Assist with day-to-day department duties as required
Miscellaneous scanning and filing duties as required
Special projects as required, may include scanning and/or indexing and online research
Knowledgeable in Microsoft applications (Word, Excel, Outlook, etc.)
Familiarity with Laserfiche and/or Zendesk preferred
Qualifications:
While preforming the duties of this role, you will occasionally be required to walk; climb or balance; scoop, kneel or crouch
You must be able to move/lift 20lbs (a full file box)
Specific vision abilities required by this job include close vision, and ability to focus
Must be able to sit and/or stand in an office or remote setting for long periods of time while working
This role requires to be in office, 5 days a week. This is not a remote role.
CALIFORNIA ONLY: This position is starting at $24/HR depending on experience + bonus. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan.
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.
View Original Job Posting