Forge · 3 weeks ago
Document Processing Specialist
San Francisco, California, United States
Full-time
Onsite
New Grad, Entry Level
$24/hr - $25/hrForge is a technology innovator in the private market, aiming to deliver a richer future for everyone. The Document Processing Specialist will assist in organizing, scanning, and delegating incoming mail to appropriate departments while managing various assignments and projects as needed.
FinanceFinancial ServicesFinTechMarketplaceTrading Platform
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.)
Qualification
Required
Specific vision abilities required by this job include close vision, and ability to focus
While performing 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
Familiarity with Laserfiche and/or Zendesk
Benefits
Annual bonus
Company
Forge
Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market.
Founded in 2014
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$357MKey Investors
StreamlinedScott Banister
2025-11-06Acquired
2022-03-22IPO
2021-09-13Post Ipo Equity· $68.5M
Leadership Team
Kelly Rodriques
Chief Executive Officer
Mark Lee
CFO
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