Operations Specialist II

6 days ago


Atlanta, United States The Forge Companies Full time

Job Summary

The Operations Specialist II – Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations Specialist-Wealth should have the skills and knowledge to support these types of accounts. The Operations Specialist II – Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills.


Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 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.
  • Back up trading functions and support Senior Trade Specialist
  • Assist with monthly fee calculations, processing, and validation across multiple platforms
  • Work with other areas of Operations within the Forge Companies to provide back-up or assistance when needed.
  • Performs other duties as assigned.


Desired Knowledge, Skills, and Abilities

  • 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

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.


Travel Requirements

  • Less than 5% of the time, but occasional travel is necessary.



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