Forge
Builtin · Indexed 2026-06-22
Transfers Out and Distributions Specialist
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Indexed description
Forge Transfers Out and Distributions Specialist An Hour AgoSaved Easy Apply Hybrid San Francisco, CA, USA Easy Apply 24-25 Hourly Junior 24-25 Hourly JuniorFintech • Financial ServicesHandle Transfers-Out, cash and in-kind distributions, and Roth Conversions: prepare re-registration letters, process transactions in PDS, triage Zendesk tickets, research and resolve client issues, perform QC, and coordinate with internal teams to address custodial and IRA-related inquiries.Top Skills: ExcelMicrosoft WordOutlookPdsZendesk
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