The Forge Companies Jobs in United States

Job Summary · The role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate w ...

A financial services provider based in Brentwood, TN is seeking a Senior Trust Manager to oversee the administration of trust accounts. This role involves managing Trust Officers, ensuring compliance with fiduciary policies, and promoting strong client relationships. The ideal ca ...

A Financial Advisor II at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. · Serve as the Financial Advisor and primary contact within the firm to provide fiduciary-level financial guidan ...

Advocacy Trust is looking for an experienced client service focused Special Needs Trust Officer II to join the team. · ...

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. · Account Opening: review and process new/existing client account paperwork with Fidelity. · ...

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. · ...

The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. · ...

The IT Administrator will manage user access and permissions across The Forge Companies' core line-of-business applications, ensuring appropriate access, data security, and regulatory compliance. This role serves as the subject matter expert for core systems, conducts periodic ap ...

Job Description · In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facin ...

The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. · This person's focus will be directed towards ensuring the adequacy of support for trust accounts, providing exception ...

The IT Administrator will be responsible for maintaining permissions and provisioning The Forge Companies' line of business applications. · Core Responsibilities · Provision new users in the company's core applications. · Maintain permissions within the company's core application ...

The Associate Fiduciary Counsel will support the Chief Fiduciary Counsel by assisting with legal matters impacting the trust company. · This position entails identifying and analyzing fiduciary legal issues that arise during the course of AT's services to clients. · The Associate ...

The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. · ...

Job Summary · We are seeking an experienced and detail-oriented Wealth Management Operations Manager to lead and transform our operations function. This pivotal role focuses on establishing a foundation of excellence by thoroughly cleaning up, defining, documenting, and optimizin ...

The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. · ...

The Associate Fiduciary Counsel for Advocacy Trust LLC will support AT's Chief Fiduciary Counsel by assisting with the management of legal matters impacting the trust company. · This position entails identifying and analyzing fiduciary legal issues that arise during the course of ...

Job Summary · We are seeking an experienced and detail-oriented Wealth Management Operations Manager to lead and transform our operations function. This pivotal role focuses on establishing a foundation of excellence by thoroughly cleaning up, defining, documenting, and optimizin ...

The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. · ...

A Financial Advisor II at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. · This role requires a FINRA Series 65 license and a Life & Health Insurance license or the ability to obtain bo ...

The Trust Officer 2 is a fiduciary professional responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. · Bachelor's degree or higherMinimum of 3 years of experience in trust administration or related fields. · ...