REQUIREMENTS

· 1 year of equivalent work experience in financial services
· Strong verbal and written communication skills.
· Ability to work independently and as a team player.
· Ability to be flexible.
· Strong problem-solving skills
· Must be detail oriented
· Must be able to multitask
· Knowledge of IRAs is a plus
· Proficient in Microsoft Office–Word, Excel, Outlook

MUST BE LOCATED IN DENVER, COLORADO TO BE CONSIDERED FOR THE ROLE. PLEASE DO NOT APPLY IF NOT LOCATED IN DENVER COLORADO!

Forge Trust Transfers-Out/ Distributions Specialist
Job Title: Transfers Out/ Distributions Specialist
Job Status: Contractor (3-6 months, $21/hr, M-F, 8 hours a day)
Department: Transfers-Out & Distributions
Reports to (Title): Transfers-Out/ Distributions Manager
Remote in Denver, CO: MUST BE LOCATED IN DENVER, COLORADO TO BE CONSIDERED FOR THE ROLE. PLEASE DO NOT APPLY IF NOT LOCATED IN DENVER COLORADO!
As a Transfers-Out/Distributions Specialist, you will be communicating with Investors, by assisting with Transfers-Out, Distribution (Cash & In-kind) and Roth Conversion transactions, which can consist of questions, issues, creating letters and problem resolutions. Must demonstrate strong organizational skills, attention to detail, communication (written and verbal).

ESSENTIAL RESPONSIBILITIES

· Prepare and send out re-registration letters for In-Kind distribution/ transfer and Roth Conversion requests
· Communicate with other departments as needed
· Research issues relating to clients’ account/requests
· Process cash distribution & Transfer requests in PDS system
· Review and Assign tickets from Zendesk folders
· Assist with daily quality control (QC) of transactions processed by team members
· Provide excellent communication to address clients’/sponsors & other IRA custodians questions and concerns on a timely basis.
· Assist with internal projects as needed

MUST BE LOCATED IN DENVER, COLORADO TO BE CONSIDERED FOR THE ROLE. PLEASE DO NOT APPLY IF NOT LOCATED IN DENVER COLORADO!

Job Type: Contract
Pay: $21.00 per hour
Expected hours: 40 per week
Work Location: Remot