Digital Form Specialist

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

We have an exciting position the has become available for a Digital Forms Specialist to join the myprosperity team in a part-time role 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.

• Receive forms from partners, set expectations, and provide regular updates during preparation.
• Analyse hard copy form PDFs from external sources to identify any missing fields.
• Brief the development team on necessary fields for the internal portal.
• Replicate the original PDF as a digital form in the portal using internal tools after all new fields are built.
• Thoroughly test digital forms to ensure all fields are replicated and functioning correctly.
• Deliver digital forms to partners and collect feedback.
• Forms are created quickly and to a high standard, ensuring our partners are satisfied with their functionality and turnaround time.

• Key Relationships:
• Support Team
• Developers
• QAs
• Partner Enablement Team
• External Stakeholders

• 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.

myprosperity is heavily focused on technology innovation, attracting the best talent and empowering you to do your best work. We are constantly growing and learning, and this opportunity will truly make an impact as we keep on evolving

myprosperity Employee Benefits: 

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to internal and external Learning: Learn, grow, and develop with us.

Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

Employee Assistance Program: Well-being Service provided to you plus your family members.

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!

*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.