At Forge, 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, accountable, and humble. 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 artificial intelligence, and more.
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 is building a growing network effect.
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.
As a Transfers-Out/Distributions Specialist, you will be communicating with Investors, by assisting with Transfers-Out, Distribution (Cash & In-kind) and Roth Conversion transactions, which can consist of questions, issues, creating letters and problem resolutions. Must demonstrate strong organizational skills, attention to detail, communication (written and verbal).
Location: This role requires 2-3 days a week in office in San Francisco, CA.
Responsibilities:
- Prepare and send out re-registration letters for In-Kind distribution/ transfer and Roth Conversion requests
- Communicate with other departments as needed
- Research issues relating to clients’ account/requests
- Process cash distribution & Transfer requests in PDS system
- Review and Assign tickets from Zendesk folders
- Assist with daily quality control (QC) of transactions processed by team members
- Provide excellent communication to address clients’/sponsors & other IRA custodians questions and concerns on a timely basis.
- Assist with internal projects as needed
Qualifications:
- 1+ year of experience in financial services or a related field
- Strong verbal and written communication skills
- Ability to work independently and collaboratively
- Flexible and adaptable in a fast-paced environment
- Strong problem-solving and analytical skills
- Detail-oriented with excellent organizational skills
- Ability to manage multiple tasks and priorities
- Proficient in Microsoft Word, Excel, and Outlook
- Knowledge of IRAs preferred
For residents of San Francisco, CA hourly range for this role is $24.00 - $25.00/hr + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
Skills Required
- 1+ year of experience in financial services or a related field
- Strong verbal and written communication skills
- Ability to work independently and collaboratively
- Flexible and adaptable in a fast-paced environment
- Strong problem-solving and analytical skills
- Detail-oriented with excellent organizational skills
- Ability to manage multiple tasks and priorities
- Proficient in Microsoft Word, Excel, and Outlook
- Knowledge of IRAs
What the Team is Saying
.jpg)
.jpg)
Forge Compensation & Benefits Highlights
-
Healthcare Strength — Health coverage includes medical, dental, and vision for all employees, and plan quality is characterized positively across sources. Mentions of strong plan options reinforce healthcare as a core strength.
-
Leave & Time Off Breadth — Time off is described as generous, with vacation/PTO consistently highlighted as a strong point. Flexible or unlimited PTO is referenced alongside paid holidays and volunteer time.
-
Parental & Family Support — New‑parent leave is explicitly included in the package. Parental leave is repeatedly highlighted as one of the most positive elements.
Forge Insights
What We Do
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. 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.
Why Work With Us
At Forge, we offer extensive opportunities for growth to provide employees with endless possibilities, developing careers through unique experiences. The diversity of skills, experience, and thought is what drives innovation within our walls.
Gallery
Forge Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Role and team dependent
