Document Processing Specialist

At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. 

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. 

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. 

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. 

Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options, exceptional service, and unparalleled expertise.

The Role:  

This role will report to Documents Processing Manager. This position will be responsible for assisting in organizing, scanning, and delegating all incoming mail to the appropriate departments, along with assisting with various assignments and projects as needed by the business. This role is based out of our San Francisco office, 5 days a week. 

Responsibilities:  

• Monitor Zendesk ticketing system for original document requests: retrieve documents and deliver to the requester
• Assist with day-to-day department duties as required, sort, prepare, and scan all mail that has been categorized into individual departments
• File and maintain accurate hard copy files per department procedures
• Scan all Forward to Investor mail and send it to the client via email and/or US mail, assist with mailroom duties including mass mailing
• Use databases for client lookups and detailed account information 
• Assist with scanning, preparing and filing batches of checks and Exception Checks via Laserfiche and Zendesk
• Special projects and miscellaneous scanning/indexing/filing online research duties as required
• Knowledgeable in Microsoft applications (Word, Excel, Outlook, etc.) 

Qualifications:  

• Specific vision abilities required by this job include close vision, and ability to focus
• While preforming the duties of this role, you will occasionally be required to walk; climb or balance; scoop, kneel or crouch
• You must be able to move/lift 20lbs (a full file box)
• Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
• This role requires to be in office, 5 days a week. This is not a remote role. 

Preferred Qualifications:

• Familiarity with Laserfiche and/or Zendesk

For residents of San Francisco, CA the hourly range for this role is $24.00 - $25.00 annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.