Position: Advertising Review Coordinator
Department: Compliance
Reporting to: Compliance Advertising and Quality Assurance Manager
Location: Topeka, KS - Onsite
Overview:
Advisors Excel is seeking a detail-oriented and driven Advertising Review Coordinator to be a pivotal part of our Compliance team. You'll play a key role in ensuring the accuracy, quality, and compliance of advertising materials. From conducting final marketing material reviews to providing quality assurance checks and coordinating with multiple teams, you'll be an essential link in delivering polished, compliant advertising that supports our advisors and aligns with regulatory guidelines.
If you excel at ensuring accuracy, thrive in a collaborative environment, and have a knack for keeping projects on track, we want to hear from you!
What you'll do:
Perform final reviews of marketing materials, verifying all compliance revisions are implemented and ensuring adherence to policies and procedures
Provide quality assurance by identifying and addressing trends or inconsistencies in material reviews
Conduct backend reviews to confirm submitted stock materials are properly approved
Assist in establishing a review process for advisors' websites, ensuring timely annual evaluations
Provide monthly reporting metrics, including SLA times, project volumes, and completion rates across entities
Serve as a liaison between internal departments to promote effective collaboration and workflow management
Coordinate with Creative and Compliance teams to address stalled projects and streamline communications and processes
Support the Exam Team by gathering and organizing materials for field audits
Experience you'll bring:
- Proven ability to interact and communicate effectively with clients and all levels of management
- Ability to communicate complex subject matter verbally and in writing
- Critical reading skills with strong attention to detail
- Flexibility and adaptability in managing additional duties and responsibilities as priorities evolve
- Excellent organizational skills with the capacity to manage competing priorities
- Proficiency in Microsoft Excel for reporting and data management
- Consistently demonstrate the ability to successfully move into problem-solving mode whenever concerns arise
- Ability to working independently, but also as a collaborative team member; consistently looks to support teammates
Bonus Points:
- Previous financial industry experience
- Willing to enhance experience through compliance training and industry education
- Hands-on experience with CRM software
- Project management or account management experience
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Dec 19, 2024