Specialist, Forms Administration
New
J
JobgetherFinancial services
Remote position based in the United States.Full-TimeMiddle
Salary50,000 - 60,000 USD per year
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Job Details
- Experience
- At least 3 years of experience in forms administration, print production, fulfillment, or a closely related operational environment.
- Required Skills
- Process improvement
Requirements
- At least 3 years of experience in forms administration, print production, fulfillment, or a closely related operational environment.
- Experience working in a regulated financial services environment.
- Understanding of accurate documentation, controlled revisions, and established procedures.
- Ability to manage forms, templates, correspondence, revisions, approvals, and document repositories accurately and consistently.
- Experience coordinating print production, direct mail campaigns, fulfillment activities, vendor communications, scheduling, and inventory management.
- Experience leading or contributing to process improvement and change management initiatives.
- Ability to identify inefficiencies and implement practical solutions.
- Strong attention to detail and ability to manage multiple requests, deadlines, campaigns, and priorities.
- Written and verbal communication skills for coordinating with internal departments, external vendors, and cross-functional stakeholders.
- Ability to investigate discrepancies, resolve production issues, and complete deliverables accurately and on time.
- Ability to obtain and evaluate vendor estimates, track expenses, and support adherence to departmental budgets.
Responsibilities
- Maintain and update organizational forms, application packages, and supporting documentation for accuracy, consistency, formatting, branding, and clear instructions.
- Coordinate new forms and revisions, secure internal approvals, and ensure approved updates are implemented correctly.
- Maintain a centralized forms repository, publish and audit approved forms on external online platforms, and replace outdated materials.
- Update standard letters, notices, templates, and other outgoing communications to reflect approved changes.
- Coordinate print and direct mail campaigns and daily production, including estimates, schedules, data processing instructions, quality assurance, and delivery timelines.
- Prepare print specifications and mailing instructions, monitor production quality, investigate issues, and coordinate resolutions.
- Obtain print and mailing estimates, monitor expenses against departmental budgets, and support cost-effective production and fulfillment.
- Maintain fulfillment materials and inventory, coordinate replenishment orders, and manage requests for business cards, stationery, and related supplies.
- Follow established procedures and contribute to process improvement, change management initiatives, and special projects.
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