What are the responsibilities and job description for the Document Management Specialist position at Forge Global?
Forge Trust is a division of Forge Global that helps tens of thousands of customers save for their future, with over $13 billion in assets under custody. Whether it is for buying a house, helping an entrepreneur start a company to change the world, or simply saving for that beach house they dream of living in one day, Forge Trust is a trusted and valued partner in realizing our customers’ dreams for their future years. Forge Trust is also the custodian that underlies LendingClub, WealthFront and Acorns, supporting almost 1.5 million consumers with their financial goals. We see incredible potential in bringing together this powerful platform with the broader trading and data capabilities of Forge Global.
Responsibilities:
- Scan all “Forward to Investor” mail that is received daily, into the Forward to Investor folder in Laserfiche.
- Process all Forward to Investor mail via email/Zendesk or US mail to the client.
- Scanning of Outgoing Check Stubs, Outgoing Wires/ACH forms to Laserfiche. File hard copy to banker’s box. Label and apply the correct data to the banker’s box for storage.
- Assist with reviewing past day’s envelope bins in the mailroom.
- Assist with opening a high volume of incoming mail. Includes organizing the mail by documents only, checks only, and documents with checks. Forward “documents only” to the General Mail basket.
- Assist with: batch and tally checks and scanning into Laserfiche.
- Other mailroom duties as needed which may include but not limited to: assisting with pick up of Iron Mountain bins; receiving and verifying the Costco delivery; moving full banker’s boxes from Document Management department to the warehouse. Other facilities duties as needed.
- Miscellaneous and/or special scanning, filing and/or indexing duties as requested.
Workplace:
- Must be able to sit and/or stand for long periods of time while working
- Must be able to work onsite at the San Carlos, CA office 3 days a week
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