Document Processing Specialist

Forge Global(1 month ago)

San Francisco, CA, United StatesOnsiteFull TimeJunior$48,000 - $50,000Documents Processing

About this role

A Documents Processing Associate at Forge Trust supports the secure handling and administration of client and investor documentation as part of the operations team. The role works closely with the Documents Processing Manager to maintain departmental efficiency, accuracy, and compliance. This is an onsite role based in San Francisco and is expected to be in the office five days a week.

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Required Skills

Zendesk
Scanning
Mailroom
Filing
Laserfiche
Data Entry
Microsoft Office
Database Lookup
Mail Sorting
Check Processing

+2 more

About Forge Global

forgeglobal.com

Forge Global operates a technology-driven marketplace for secondary trading in private company shares, connecting accredited investors, employees, and institutions with liquidity for startups and late-stage private companies. The firm provides transaction execution, escrow/settlement services, regulatory and compliance support, plus market data and research to inform pricing and deal decisions. Its platform emphasizes vetted deal sourcing, pricing transparency, and institutional-grade infrastructure to streamline private-market transactions. Investors and shareholders use Forge for discreet, compliant liquidity and access to private-company market intelligence.