The Digital Forms Specialist will analyze hard copy financial forms and create digital versions, collaborate with developers, and ensure high-quality testing and user experience.
myprosperity is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.
Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and friction, we have emerged as the leading client portal solution to make it easier for households to collaborate with their advisers and accountants across all aspects of their financial lives.
While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We have a team of passionate and talented individuals working together to solve a big problem. According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion – definitely a problem worth solving.
The role
An exciting position the has become available for a Digital Forms Specialist to join the myprosperity team, located in Melbourne.
The role is responsible for analysing hard copy financial forms and creating digital versions for our Partners to streamline the automation of their data collection processes. You will interact and collaborate with the development team to ensure the addition of new and essential fields to the database. Thorough testing of all new fields is also required to ensure high quality and a good user experience.
This role is best suited for an individual with a strong attention to detail with a meticulous approach to the finer points and who enjoys interacting with key stakeholders.
Key responsibilities:
- Receive forms from partners, set their expectations and provide regular updates while the form is being prepared.
- Analyse the hard copy form PDFs provided by external sources
- Undertake Version controls for Licensee Forms
- Determine any missing fields from the form PDFs in our internal portal
- Once all new fields are built, replicate the original PDF as a digital form in the portal using our internal tool.
- Test the digital forms thoroughly to verify all fields are replicated and included, and the digital forms are functioning as expected
- Deliver the digital forms to partners and receive feedback
- Collaborate with stakeholders and development team as needed
- Key Relationships:
- Support Team
- Developers
- QAs
- Partner Enablement Team
- External Stakeholders
Key skills required:
- Demonstrate effective communication and analytical skills.
- Ability to prioritise tasks and meet deadlines.
- Maintain attention to detail and use initiative.
- Preferably possess QA knowledge for form testing.
- Experience with ZOHO is a plus but not essential
- Understanding of fact finds or financial forms is advantageous.
Benefits and Life at HUB24 Learn more about our employee benefits HERE.
Check out why our people love working at HUB24!
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!
The Recruitment Process:
- Acknowledgement email once your application has been submitted.
- Our Talent team will start reviewing your application, if unsuccessful you will be notified.
- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch.
- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews.
- Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative.
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you.
Top Skills
Zoho
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