Client Quality Controller

Select Advisors Institute is one of the top marketing and consulting firms in the nation, working exclusively with the financial space.

Since 2014, our firm has been featured in various industry publications, including the WSJ, Barron's and more. Our founder is frequently a spokesperson at various industry conferences.

We are looking for a professional with 5+ years of client-facing work experience to join our team.

Your role will include:

• Giving updates to clients
• Writing very clear instructions to our various teammates, such as editing, writing, design
• Writing follow-up notes and tasks after meetings
• Being able to speak up during client meetings
• Have a very strong ability to juggle multiple tasks
• Have a keen attention to detail
• Be passionate about marketing, branding, writing and the creative space
• Know a thing or two about social media
• Be highly comfortable with technology and various apps
• Be an excellent writer

The role is 100% remote, but the working hours must be between our hours of 9-4 PST.

Job Type: Part-time

Pay: $20.00 - $30.00 per hour

Expected hours: 20 – 30 per week

Experience level:

• 5 years

Schedule:

• 4 hour shift
• 8 hour shift
• Choose your own hours
• Monday to Friday
• No weekends

Application Question(s):

• what instructions would you write to a designer to ask her to improve the design on this site? https://waverly-advisors.com/
• What is your favorite Linkedin profile and why?
• Why do YOU think social media is important to financial firms in today's day and age?

Education:

• Bachelor's (Preferred)

Experience:

• Writing skills: 5 years (Preferred)

Work Location: Remote