jobs at The Forge Companies

Senior Account Manager

Fri, 16 Oct 2026 04:00:00 +0100

Job Summary
The Senior Account Manager is responsible for managing day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay,....

Financial Advisor Manager - Core Accounts Unit

Thu, 17 Sep 2026 04:00:00 +0100

Job Summary

The Financial Advisor....

Case Analyst

Mon, 28 Sep 2026 04:00:00 +0100

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....

Director of Accounting Operations

Tue, 13 Oct 2026 04:00:00 +0100

Job Summary

The Director of....

Financial Advisor

Mon, 10 Aug 2026 04:00:00 +0100

Job Summary

A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. The Financial....

Operations Specialist - Trust

Thu, 03 Sep 2026 04:00:00 +0100

Job Summary

The Operations Specialist I - Trust will provide support to Trust Administration and the Operations Manager in the daily administration and management of our trust accounts. The Operations Specialist I - Trust....

Operations Specialist - Wealth

Mon, 21 Sep 2026 04:00:00 +0100

Job Summary/Objective

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 Operations....

Structured Settlement Sales Consultant

Tue, 12 May 2026 04:00:00 +0100

Job Description

The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in....

Structured Settlement Sales Consultant

Mon, 13 Jul 2026 04:00:00 +0100

Job Description

We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies' service offerings and....

Structured Settlement Sales Consultant

Mon, 13 Jul 2026 04:00:00 +0100

Job Description

Sales Consultant

Thu, 24 Sep 2026 04:00:00 +0100

Job Description

We are seeking a Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies' service offerings and confident in referring their....

Special Needs Trust Officer II

Thu, 12 Feb 2026 05:00:00 +0100

Job Summary

Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and....

Trust Officer II

Tue, 16 Jun 2026 04:00:00 +0100

Job Summary

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. The role....

Trust Officer

Mon, 20 Jul 2026 04:00:00 +0100

Job Summary

The Trust Officer I is responsible for providing comprehensive administrative support to an assigned Trust Officer, while independently managing up to 30 special needs trust client accounts. The Trust Officer I handles both the....

Trust Administrator

Wed, 16 Sep 2026 04:00:00 +0100

Job Summary

The Trust Administrator....