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Forge Builtin · Indexed 2026-06-15

Onboarding, Operations Specialist

San Francisco, CA, USA

Builtin
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Indexed description

Forge Onboarding, Operations Specialist 3 Days AgoSaved Easy Apply Hybrid San Francisco, CA, USA Easy Apply 24-25 Hourly Junior 24-25 Hourly JuniorFintech • Financial ServicesProcess inbound cash and asset transfer requests for retirement accounts: review documentation, submit requests to custodians, track status, communicate updates to investors, support account maintenance and onboarding teams, research delays, and assist with operational projects.Top Skills: ExcelMicrosoft OutlookMicrosoft Word

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