Prepare and send re-registration letters for In-Kind transfers and Roth conversions
Communicate with other departments as needed
Research issues related to clients' accounts/requests
Process cash distribution and transfer requests in the PDS system
Review and assign tickets from Zendesk folders
Provide timely responses to clients, sponsors, and IRA custodians

🎯 Requirements

1+ year of experience in financial services or related field
Strong verbal and written communication skills
Ability to work independently and collaboratively
Flexible and adaptable in a fast-paced environment
Proficient in Microsoft Word, Excel, and Outlook
Knowledge of IRAs preferred

🎁 Benefits

Forge is an equal opportunity employer
Background checks include employment and education verification
Our workplace is diverse and inclusive

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