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Forge Builtin · Indexed 2026-06-04

Onboarding, Operations Specialist

San Francisco, CA, USA

Builtin
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Indexed description

Forge Onboarding, Operations Specialist Reposted 19 Hours AgoSaved Easy Apply Hybrid San Francisco, CA, USA Easy Apply 24-25 Hourly Junior 24-25 Hourly JuniorFintech • Financial ServicesThe Onboarding Operations Specialist processes transfer requests for retirement accounts, reviews documentation, tracks requests, and communicates with investors. They also support the New Accounts team with account maintenance and operational projects.Top Skills: ExcelMS OfficeOutlookWord

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