Document Preparation Officer

At Hays Enterprise Solutions, our mission is to help organisations thrive by supporting their workforce needs. We partner with over thirty large organisations across Australia and New Zealand providing tailored solutions to ensure our clients have unrivalled access to top talent and unique market insights to build their evolving workforces.

Role Overview:

This is a Document Preparation Officer position focused on preparing and processing lower-complexity banking documentation.

This role operates in a mid-office/operations environment and does not require previous business banking experience. Candidates from a variety of backgrounds, including hospitality, are encouraged to apply.

Full-time office attendance required during the training and competency-building phase.

Once competency is achieved, employees can transition to a hybrid arrangement of 2 days in the office per week.

Key Responsibilities:

• Preparing and reviewing banking documentation using an established suite of templates.
• Working closely with internal stakeholders who act as the link between the business and the end customer.
• Ensuring all documentation is accurate, complete, and compliant with required standards.
• Handling content-heavy tasks that require strong attention to detail and accuracy.
• No direct customer interaction is involved.

Candidate Profile:

• Business banking or financial services experience is not essential.
• Strong attention to detail is critical.
• Candidates should demonstrate a willingness to learn, a positive attitude, and the ability to work independently.
• Self-motivated individuals are preferred, as the role is not suited to candidates seeking a call-centre style environment.

Training & Onboarding:

• Comprehensive onboarding and training program provided.
• New starters receive classroom-style training with their Team Leader present in the office throughout the training period.
• Ongoing support is provided through a dedicated team, coach, and Subject Matter Experts (SMEs).
• Training progression includes:
• Learning role content and processes.
• Completing applications alongside experienced team members.
• Processing applications independently with quality assurance checks.
• All work is quality reviewed, and employees must successfully complete 10 error-free ("clean") documents before being signed off to work independently.