Related skills
fintech financial services relationship management data entry microsoft office📋 Description
- Support onboarding and manage relationships with strategic referrers
- Execute cash or securities transactions across platforms and verify investments
- Perform custodial duties and assist with related processing
- Assist with internal cross-functional improvement projects
- Review documents and data entry for accounts/assets
- Demonstrate basic knowledge of Forge Trust products and services
🎯 Requirements
- Able to independently plan and complete work; team player
- Strong verbal and written communication; professional and reliable
- Strong problem-solving, initiative, and multitasking; prioritize duties
- Bachelor's degree or equivalent work experience
- 6 months to 1 year in financial services or fintech
- Proficient in Microsoft Office Suite
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Operations Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!