Forge · 1 day ago
Operations, Institutional Services: Contractor
Denver, Colorado, United States
Contract
Hybrid
New Grad, Entry Level
$21/hr - $24/hr
0+ years expForge is a technology innovator in the private market, aiming to deliver a richer future through its values. The Institutional Services Contractor will support the Institutional and Relationship Management teams, focusing on providing premier service to clients and managing IRA account transactions.
FinanceFinancial ServicesFinTechMarketplaceTrading Platform
Responsibilities
Support client onboarding, relationship management and business development to manage and grow relationships with our strategic referrers, provide high touch team support as service
Continuously evaluate and identify opportunities to drive process improvements that positively impact the client experience and company initiatives
Accurately execute cash or securities transactions across multiple platforms, perform verbal investment verification and other custodial duties as needed
Assist with internal cross-functional improvement projects, identify and recommend process improvement or security enhancements
Review and accurately identify documents, data entry – general account or asset maintenance
Exhibit a basic knowledge regarding products and services offered by Forge Trust
Perform other operational duties and tasks as assigned
Qualification
Required
Ability to independently organize and complete work as assigned, work independently and as a team player
Strong verbal and written communication skills, professional, personable, self-motivated, organized and reliable
Problem-solving skills an ability to take initiative and adapt, able to multitask and prioritize urgency of duties to be performed
Bachelor's degree or equivalent work experience required
6 months -1 year work experience in financial services or fintech required
Proficient in Microsoft Office Suite
Preferred
Experience with alternate asset investing or investment processing preferred
Experience with custody and maintenance of retirement accounts preferred
Company
Forge
Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market.
201-500 employees
H1B Sponsorship
Forge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (34)
2024 (34)
2023 (91)
2022 (21)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$357MKey Investors
StreamlinedFinancial Technology Partners,Operative Capital,Panorama Point PartnersPeter Thiel,Tim Draper
2025-11-06Acquired
2022-03-22IPO
2021-09-13Post Ipo Equity· $68.5M
Leadership Team
Kelly Rodriques
Chief Executive Officer
Mark Lee
CFO
Recent News
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2026-01-23
2026-01-16
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2025-12-03
Company data provided by crunchbase