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Case Analyst

4 months ago

Atlanta, United States The Forge Companies Full time

What we want:

Do you like working on a team to help others? Do you enjoy a variety of tasks and responsibilities and working in a systematic way? Are you organized, analytical, and have great attention to detail? Do you speak Spanish and English fluently?


We're looking for a positive, team-player who serves as the glue between the client-facing colleagues and internal teams, while accurately and quickly moving clients through the onboarding process. This role ensures our clients (including those that are Spanish-speaking) receive an excellent and consistent experience.


Who we are:

We help families create and then we administer financial plans specific to their needs often during or following the most difficult times of their lives.


What we provide:

Our teammates work in a premium office environment where the culture lives our values of trust, respect, empathy, expertise, and selflessness. We're collaborative and focus on supporting our clients to meet their needs. For our teammates, we provide benefits including 401(k) matching, one day of volunteering time per year, and a focus on talent development.


What to join our team? Please feel free to submit to this role.

What to learn more? Read below.


Our Companies:

The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, empathy, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.


Job Summary

Use your exceptional organizational, analytical, and time-management skills to provide operational and client support to the internal and external clients of The Forge Companies. Case Analysts serve as the glue between client facing Settlement Planners and client onboarding. This role ensures our clients receive an excellent and unified experience.

Essential Functions

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


  • Build trusted relationships with clients and teammates.
  • Act as direct support to a team of settlement planners to service the needs of our clients and attorneys
  • Responsible for tracking, anticipating, and prompting next steps in a case life cycle. Coordinate tasks between teams.
  • Maintain Case Analyst Tracker with list of prospects and clients. Ability to provide real time case status updates.
  • Schedule calendar events for case and settlement planners including Meetings, Mediations, Confirms, and Funding Calls.
  • Owns the case detail and data. Creates and maintains contact records and accounts in client and record management systems. Reviews data in the company wide reports to ensure accuracy.
  • Review and analyze case documents, fact patterns, and details to ensure you understand all aspects of the case and plan.
  • Create suitable, accurate settlement recommendation materials for client meetings. Print and package all necessary meeting materials for the planner. Save and create a Redtail record of materials.
  • Support planners with pre-meeting collateral, prospect notes, post-meeting debriefs, and updates.
  • Schedule, support, and notate the confirmation of sold products. Create accounts in Redtail to ensure complete and accurate data is in the system the day the confirmation occurs.
  • Direct production teams into action based on confirmed sales and next steps.
  • Receive and review client policies for accuracy. Coordinate mailing policies with production teams.
  • Communicate in a timely manner to clients and attorneys.
  • Other duties as needed.


Knowledge, Skills, and Abilities

  • College Degree in related field or equivalent work experience.
  • Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets and utilize Teams and Outlook.
  • Must possess strong organizational, research, and analytical skills while maintaining confidentiality.
  • Excellent writing and verbal communication skills.
  • Ability to communicate with tact and diplomacy with all members of the team.
  • Fluent in Spanish and English.
  • Excellent customer service skills.
  • Flexibility in handling multiple projects.
  • Ability to work effectively under pressure within limited time constraints.
  • Must be a self-starter; able to work independently and with a team.
  • Ability to self-identify opportunities for improvement and problem solve.
  • Exercise good judgement, discretion, prioritization, accuracy, organizational ability, initiative, and strong interpersonal skills.
  • Thorough understanding of financial and administrative procedures and policies.
  • Proficient with or able to quickly learn the administrative and financial systems and applications used in the organization.
  • Experience working in a financial services environment.
  • Knowledge of the financial services industry and terminology.
  • Ability to navigate and document in a Client Relationship Management system.
  • Ensure timely completion of regularly assigned functions.
  • Complete assigned projects in a timely, accurate, and complete manner.


Role Location

  • Atlanta, GA (close to the I-75 and I-285 interchange)
  • Working in the office daily (Monday through Friday)
  • Travel is rare


Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 10 pounds at times.