Related skills
documentation compliance record_keeping📋 Description
- Own and monitor Forge’s transaction processes; central point of contact for active trades.
- Review and process trades to ensure accuracy and timely settlement.
- Identify risks and ensure compliance with internal controls and SEC/FINRA.
- Support system upgrades and new trading system implementations.
- Maintain accurate trade records and documentation.
🎯 Requirements
- Minimum 1 year of experience in operations, finance, or law.
- Strong critical thinking; thrives in entrepreneurial settings.
- Excellent attention to detail and verbal/written communication skills.
- Comfort working in fast, high-pressure environments.
- Desire to improve operational efficiency and drive initiatives.
- SIE and Series 99 to be obtained within 90 days.
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