Onboarding Operations Pro: IRA Transfers & Custodian Liaison

Forge is hiring an Onboarding Operations Specialist in San Francisco, CA. This role involves processing inbound cash and asset transfer requests into self-directed retirement accounts. Candidates should have at least one year of experience in financial services or operations support and demonstrate strong organizational skills and effective communication. The position offers an hourly wage of $24-$25 plus bonuses, with hybrid work expectations of 2-3 days in the office per week.
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