Operations Specialist - Wealth jobs in United States
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The Forge Companies · 21 hours ago

Operations Specialist - Wealth

positionAtlanta, GA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

The Forge Companies is seeking an Operations Specialist I - Wealth to provide support to Investment Officers and Client Support Teams in the daily administration and management of advisory accounts. The role requires strong organizational skills and the ability to manage multiple tasks while ensuring accurate client record maintenance and compliance with regulations.

ConsultingFinancial ServicesWealth Management

Responsibilities

Account Opening: review and process new/existing client account paperwork with Fidelity
Account Maintenance: ensure all client records are updated accurately and timely
Account Funding: assists in the transferring and re-registering of securities for new accounts
Assists in the termination of accounts
Processes account deposits and disbursements
Maintain internal controls and meet audit and regulatory requirements
Perform general administrative duties such as mailing, correspondence and maintaining customer records in our CRM and document storage platforms
Assist Operations Manager with special projects, as needed
Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed
Performs other duties as assigned

Qualification

Account ManagementAttention to DetailOrganizational SkillsCommunication SkillsPositive InfluencePassionEnergeticCollaborative AttitudeCreativity

Required

Bachelor's degree in a business, finance or related field, or equivalent work experience
Strong attention to detail and excellent organizational skills
Collaborative attitude
Excellent written and communication skills
Ability to communicate thoughts and findings to management effectively and efficiently
Be a positive influence on co-workers
Be creative, passionate, fun, and energetic to impact our mission

Company

The Forge Companies

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The Forge Companies specialize in providing advice for wealth management and financial services.
dateFounded in 2003
location
Hartwell, Georgia, USA
people-size51-200 employees
web-link
https://www.theforgecompanies.com

Funding

Current Stage
Growth Stage

Leadership Team

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Spooner Phillips IV
Chief Executive Officer
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Recent News

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Advocacy Trust’s Chief Fiduciary Counsel Named to Special Needs Alliance
2025-11-04
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The Forge Companies Announce Strategic Partnership with Attorney Rebecca Blount
2025-03-03
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2024-12-18
Company data provided by crunchbase