Onboarding, Operations Specialist
Indexed description
Forge Onboarding, Operations Specialist 20 Hours AgoSaved Easy Apply Hybrid San Francisco, CA, USA Easy Apply 24-25 Hourly Junior 24-25 Hourly JuniorFintech • Financial ServicesProcess inbound cash and asset transfers for retirement accounts: review documentation, submit requests to custodians, track statuses, communicate with investors, resolve discrepancies, and support onboarding/account maintenance and internal operational projects.Top Skills: ExcelMS OfficeOutlookWord
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