Qureos Mentor

Advisors Excel

<div><div>Position: Finance Summer Intern</div>
<div>Department: Finance</div>
<div>Reporting to: Finance Project Manager</div>
<div>Location: Topeka, KS - Onsite</div>
<div></div><div><b>Overview:
</b></div><div>Are you looking to get experience on all sides of corporate finance? This position provides the opportunity to contribute to key projects within our Finance team. The intern role is designed to provide students with the foundation needed to become successful in an Accounting or Finance career. Interns will be placed into one or more departments within the firm to learn and develop core business knowledge while completing special projects.</div>
<div></div><div><b>What you&rsquo;ll do:</b></div>
<ul><li>Participate in on-the-job training as directed by department managers</li>
<li>Assists with data gathering and preparation for projects as assigned</li>
<li>Complete administrative tasks such as scanning, copying and organizing of documents</li>
<li>Engage in job shadowing with different divisions within Finance and One AE</li>
<li>Miscellaneous spreadsheet reports as directed</li>
<li>Assists Finance Leadership and department with various administrative and project requests</li>
<li>Other duties as assigned</li>
</ul>
<div></div><div><b>Experience you&rsquo;ll bring:</b></div>
<ul><li>Ability to working independently, but also as a collaborative team member</li>
<li>Detail oriented, focused on quality in all aspects of your work</li>
<li>PC knowledge including Microsoft Suite products</li>
<li>Strong organizational skills</li>
<li>Time management skills</li>
</ul>
<div></div><div><b>Bonus Points:
</b></div><ul><li>Working toward an Accounting/Finance degree</li>
</ul>
<div></div><div><b>What you&rsquo;ll get:
</b></div><ul><li>Access to an on-site caf&eacute; &amp; gym</li>
<li>Continuous personal and professional development opportunities</li>
<li>Recognition for hard work &amp; exemplary performance</li>
<li>Employee sponsored events&hellip;and more!</li>
</ul><div><b>Who We Are:
</b></div><div>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&rsquo; 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!</div>
<div>Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here &ndash; as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.</div>
<div></div><div>#LI-CM2</div></div>

Finance Summer Intern

<div><div>Position: Book Publishing Specialist</div>
<div>Department: AE Media</div>
<div>Reporting to: Director of Books Program</div>
<div>Location: Topeka, KS - Onsite</div>
<div></div><div><b>Overview:
</b></div><div>At Advisors Excel, we believe everyone has a story worth sharing. Through our Books Program, we help financial advisors craft compelling books that showcase their expertise and connect with their clients in a lasting way. We&rsquo;re looking for a Book Publishing Specialist who&rsquo;s passionate about writing, editing, and project management &mdash; and who thrives on guiding projects from concept to publication.</div>
<div></div><div>This is a unique opportunity to merge creativity with project management in a fast-paced, collaborative environment. If you&rsquo;re highly organized, detail-oriented, and excited to see an idea become a finished book, this role could be the perfect fit.</div>
<div></div><div><b>What you&rsquo;ll do:</b></div>
<ul><li>Guide advisors through all phases of the book publishing process &mdash; from concept to publication</li>
<li>Provide exceptional client service with clear, proactive communication</li>
<li>Oversee Book Team workflows in our project management system by monitoring task progress, updating statuses, and coordinating next steps to move book projects forward</li>
<li>Generate and analyze system reports to track team capacity, project status, and key performance indicators for the Books Program</li>
<li>Edit and refine content while ensuring accuracy, compliance, and client voice</li>
<li>Design book interiors and provide guidance on book covers, ensuring professional quality</li>
<li>Collaborate with account managers, marketers, designers, compliance, and external vendors</li>
<li>Support promotional efforts, including occasional travel to advisor book launch events</li>
<li>Continuously look for ways to improve our Books Program and expand offerings</li>
</ul><div><b>Experience you&rsquo;ll bring:</b></div>
<ul><li>2+ years of experience in a writing or editing role</li>
<li>Strong written and verbal communication skills with exceptional attention to detail</li>
<li>Experience managing projects and tasks within project management systems, tracking deadlines, and delivering work on schedule</li>
<li>1&ndash;3 years of experience in pagination, interior/exterior content design, and book cover design</li>
<li>Strong proficiency with Microsoft Word and Adobe InDesign; familiarity with other design tools</li>
<li>Effective collaborator with cross-functional teams (Traffic, Compliance, Legal, Creative Account Management, Design)</li>
<li>Comfortable with new AI technology, adaptable to change, and eager to learn</li>
<li>Confidence using online publishing platforms (e.g., Amazon KDP)</li>
</ul><div><b>Bonus Points:</b></div>
<ul><li>Bachelor&rsquo;s degree in Journalism, Marketing Communications, or a related field</li>
<li>Familiarity with the Chicago Manual of Style</li>
<li>Experience using project management software such as Workfront (or comparable tools like Trello or Monday.com)</li>
</ul><div><b>What you&rsquo;ll get:</b></div>
<ul><li>Amazing benefits including medical, dental, vision and 401k (with matching options)</li>
<li>Generous PTO package from your start date</li>
<li>Access to an on-site caf&eacute;, gym and primary care</li>
<li>Continuous personal and professional development opportunities</li>
<li>Recognition for hard work &amp; exemplary performance</li>
<li>Employee sponsored events&hellip;and more!</li>
</ul><div><b>Who We Are:</b></div>
<div>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&rsquo; 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!</div>
<div></div><div>Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here &ndash; as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.</div>
<div></div><div>#LI-MS1</div></div><div></div>

Book Publishing Specialist

Join Advisors Excel and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Advisors Excel

ABOUT_COMPANY

Finance Summer Intern

Book Publishing Specialist