Specialist, Forms Administration

About the company

How Jobgether works We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?

Your tasks

• FormsAdministration:Maintainandupdateorganizationalforms,applicationpackages,andsupportingdocumentation,ensuringaccuracy,consistency,appropriateformatting,currentbranding,andclearinstructions.
• RevisionManagementandApprovals:Coordinatenewformsandroutinerevisions,includingchangestowording,fields,layouts,contactdetails,andothercontent.Workwithrelevantinternalteamstosecureapprovalsandensureupdatesareimplementedcorrectly.
• DocumentRepositoryManagement:Maintainacentralizedformsrepository,ensuringthelatestapprovedversionsareaccessibleandoutdatedmaterialsarereplaced.Publishandauditapprovedformsacrossexternalonlineplatforms.
• CorrespondenceManagement:Updatestandardletters,notices,templates,andotheroutgoingcommunicationstoreflectapprovedchangesandmaintainconsistencyacrosscustomer-facingmaterials.
• PrintandDirectMailCoordination:Managemultipleprintanddirectmailcampaignsalongsidedailyproductionactivities,coordinatingestimates,schedules,dataprocessinginstructions,qualityassurance,anddeliverytimelineswithinternalteamsandexternalvendors.
• ProductionSpecificationsandIssueResolution:Preparedetailedprintspecificationsandmailinginstructions,monitorproductionquality,investigateprintandmailingissues,andcoordinatetimelyresolutionswiththeappropriatestakeholders.
• BudgetandCostManagement:Obtainprintandmailingestimates,monitorexpensesagainstdepartmentalbudgets,andsupportcost-effectiveproductionandfulfillmentprocesses.
• InventoryandFulfillment:Maintainfulfillmentmaterials,monitorinventorylevels,coordinatereplenishmentorders,andmanagerequestsforbusinesscards,stationery,andrelatedsupplies.
• ProcessImprovementandCompliance:Followestablishedproceduresandbestpractices,contributetoprocessimprovementandchangemanagementinitiatives,andsupportspecialprojectsandotheroperationalresponsibilitiesasrequired.

Requirements

• RelevantExperience:Atleast3yearsofexperienceinformsadministration,printproduction,fulfillment,oracloselyrelatedoperationalenvironment.
• FinancialServicesKnowledge:Experienceworkinginaregulatedfinancialservicesenvironment,withanunderstandingoftheimportanceofaccuratedocumentation,controlledrevisions,andestablishedprocedures.
• FormsandDocumentManagement:Demonstratedabilitytomanageforms,templates,correspondence,revisions,approvals,anddocumentrepositorieswhilemaintaininghighstandardsofaccuracyandconsistency.
• PrintandFulfillmentCoordination:Experiencecoordinatingprintproduction,directmailcampaigns,fulfillmentactivities,vendorcommunications,scheduling,andinventorymanagement.
• ProcessImprovement:Experienceleadingorcontributingtoprocessimprovementandchangemanagementinitiatives,withtheabilitytoidentifyinefficienciesandimplementpracticalsolutions.
• OrganizationalSkills:Strongattentiontodetailandtheabilitytomanagemultiplerequests,deadlines,campaigns,andprioritiessimultaneously.
• CommunicationandCollaboration:Excellentwrittenandverbalcommunicationskills,withtheabilitytocoordinateeffectivelywithinternaldepartments,externalvendors,andcross-functionalstakeholders.
• Problem-Solving:Aproactiveapproachtoinvestigatingdiscrepancies,resolvingproductionissues,followingestablishedprocedures,andensuringdeliverablesarecompletedaccuratelyandontime.
• BudgetAwareness:Theabilitytoobtainandevaluatevendorestimates,trackexpenses,andsupportadherencetodepartmentalbudgets.

What we offer

• CompetitiveSalary: Base salary range of $50,000–$60,000 per year.
• RemoteWork: Remote position based in the United States.
• ProfessionalDevelopment: Opportunities to build expertise, strengthen operational capabilities, and contribute to process improvement initiatives.
• MeaningfulImpact: Help maintain the quality and reliability of essential financial services documentation and communications.
• CollaborativeEnvironment: Work with internal business teams and external partners in a role that values accuracy, accountability, and operational excellence.

Other

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.