Specialist, Forms Administration

📋 Description

• Maintain and update organizational forms, application packages, and supporting documentation
• Coordinate new forms and routine revisions, including changes to wording, fields, layouts, contact
• Maintain a centralized forms repository, ensuring the latest approved versions are accessible and
• Update standard letters, notices, templates, and other outgoing communications to reflect approved
• Manage multiple print and direct mail campaigns alongside daily production activities, coordinating
• Prepare detailed print specifications and mailing instructions, monitor production quality

🎯 Requirements

• At least 3 years of experience in forms administration, print production, fulfillment, or a closely
• Experience working in a regulated financial services environment, with an understanding of the
• Demonstrated ability to manage forms, templates, correspondence, revisions, approvals, and document
• Experience coordinating print production, direct mail campaigns, fulfillment activities, vendor
• Experience leading or contributing to process improvement and change management initiatives, with
• Strong attention to detail and the ability to manage multiple requests, deadlines, campaigns, and

🎁 Benefits

• Competitive Salary: Base salary range of $50,000–$60,000 per year.
• Remote Work: Remote position based in the United States.
• Professional Development: Opportunities to build expertise, strengthen operational capabilities
• Meaningful Impact: Help maintain the quality and reliability of essential financial services
• Collaborative Environment: Work with internal business teams and external partners in a role that