Specialist, Forms Administration (Financial Services)

Location: Remote - United States

Base salary: $50,000–$60,000 per year

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management services through partnerships with financial professionals across the United States.

What you will do

• Maintain and update organizational forms, applications, application packages, letters, notices, templates, and other outgoing communications.
• Coordinate new forms and routine revisions, including changes to wording, fields, layouts, contact information, branding, and instructions.
• Manage the centralized forms repository and audit approved forms published to external online sources.
• Coordinate direct mail and print campaigns, daily production, estimates, schedules, data processing instructions, and print specifications.
• Work with internal teams, IM&T, and external print and fulfillment vendors to coordinate quality assurance and resolve production or mailing issues.
• Manage fulfillment materials, inventory levels, replenishment orders, and department budget alignment.

Requirements

• At least 3 years of experience in a forms and fulfillment environment.
• Experience working in a regulated financial services environment.
• Experience leading process improvement and change management initiatives.
• Ability to coordinate approvals, vendors, print specifications, mailing instructions, and documented procedures.

Culture & Benefits

• Full-time employment with a remote work arrangement in the United States.
• Work alongside internal business areas, Information Management & Technology, and external print and fulfillment vendors.
• Focus on accurate, timely, consistent, and compliant outgoing communications.