Staff Outsource Solutions

• Write high-quality blog articles, website copy, educational guides, and long-form financial content. • Translate complex financial and regulatory concepts into clear, reader-friendly content. • Produce educational materials covering investing, securities, market trends, and financial planning. • Ensure all content complies with applicable securities regulations and disclosure requirements. • Collaborate with legal, compliance, and marketing teams to maintain accuracy and consistency. • Research financial topics, regulatory updates, and market developments. • Optimize content for SEO without sacrificing clarity or compliance. • Review and update existing content to reflect changing regulations and industry best practices.

• Record and maintain daily financial transactions. • Reconcile bank and credit card accounts. • Manage accounts payable and accounts receivable. • Prepare and issue invoices accurately and on time. • Record, categorize, and reconcile expenses to ensure accurate bookkeeping and financial reporting. • Maintain accurate general ledger entries. • Assist with monthly, quarterly, and year-end financial closing activities. • Prepare financial reports, including profit and loss statements and balance sheets. • Process payroll or assist with payroll administration when required. • Ensure financial records comply with company policies and accounting standards. • Communicate professionally with U.S.-based clients regarding bookkeeping matters. • Maintain organized and confidential financial documentation.

• Write high-quality blog articles, website copy, educational guides, and long-form financial content. • Translate complex financial and regulatory concepts into clear, reader-friendly content. • Produce educational materials covering investing, securities, market trends, and financial planning. • Ensure all content complies with applicable securities regulations and disclosure requirements. • Collaborate with legal, compliance, and marketing teams to maintain accuracy and consistency. • Research financial topics, regulatory updates, and market developments. • Optimize content for SEO without sacrificing clarity or compliance. • Review and update existing content to reflect changing regulations and industry best practices.

Role Description We're looking for an experienced Finance Content Writer with deep knowledge of securities regulations and financial markets. This is not a general finance writing role. You'll create authoritative, compliant, and engaging content for investors, financial professionals, and retail audiences while ensuring all content aligns with applicable securities regulations. The ideal candidate combines exceptional writing skills with a strong understanding of investment products, securities law, financial disclosures, and regulatory requirements. Responsibilities - Write high-quality blog articles, website copy, educational guides, and long-form financial content. - Translate complex financial and regulatory concepts into clear, reader-friendly content. - Produce educational materials covering investing, securities, market trends, and financial planning. - Ensure all content complies with applicable securities regulations and disclosure requirements. - Collaborate with legal, compliance, and marketing teams to maintain accuracy and consistency. - Research financial topics, regulatory updates, and market developments. - Optimize content for SEO without sacrificing clarity or compliance. - Review and update existing content to reflect changing regulations and industry best practices. Qualifications - Proven experience writing professional finance or investment content. - Strong understanding of securities regulations and financial compliance. - Experience writing about investments, securities, capital markets, broker-dealers, RIAs, ETFs, mutual funds, or related financial products. - Excellent English writing, editing, and proofreading skills. - Ability to simplify complex financial concepts for a broad audience. - Strong research and fact-checking abilities. - Experience working with legal or compliance teams is highly preferred. - Knowledge of SEO best practices is a plus. Requirements - Background in financial journalism, investment research, financial publishing, or regulated financial services. - Familiarity with SEC regulations, FINRA guidelines, investment disclosures, and financial advertising standards. - Experience writing for fintech, wealth management, investment advisory firms, brokerages, or financial publishers. - Professional certifications or education in finance, economics, accounting, or related fields are an advantage.

Role Description This is a remote position. We are only accepting Filipino Citizen candidates for this role. We are seeking an experienced Securities Counsel to serve as our legal compliance reviewer for all public-facing marketing and communications. This role is critical to ensuring that every piece of published content complies with applicable securities laws and regulatory requirements. You will review websites, landing pages, advertising campaigns, video scripts, social media content, email campaigns, and other promotional materials before publication. This position plays a key role in protecting the company's regulatory standing while enabling effective marketing initiatives. This is a flexible, project-based engagement for an attorney with significant experience in securities law and financial marketing compliance. Responsibilities - Review all marketing and promotional content prior to publication. - Evaluate website copy, landing pages, digital advertisements, email campaigns, and social media content for compliance with securities regulations. - Review video scripts, webinars, presentations, and educational materials. - Identify legal and regulatory risks related to investment-related communications. - Provide clear guidance and required revisions to ensure compliance. - Advise marketing, executive, and content teams on compliant messaging. - Stay current on applicable SEC, FINRA, and other relevant regulatory requirements. - Help establish internal review processes and compliance standards. Qualifications - Juris Doctor (JD) preferred. - Extensive experience in securities law and regulatory compliance. - Strong knowledge of SEC regulations, FINRA advertising rules, and investment-related communications. - Experience reviewing financial marketing materials and public communications. - Ability to provide practical, business-oriented legal guidance. - Excellent written and spoken English with the ability to communicate legal guidance clearly to non-legal teams. - Strong attention to detail and sound legal judgment. - Ability to work independently in a remote environment. Requirements - Experience working with investment firms, broker-dealers, registered investment advisers (RIAs), private equity firms, fintech companies, or publicly traded companies. - Previous experience supporting marketing or communications teams within the financial services industry. - Experience reviewing digital advertising campaigns, websites, video content, and public relations materials. - Familiarity with Google and Meta advertising policies for financial products. - Experience supporting SEC-registered offerings or capital-raising activities.

• Create visually appealing designs that align with the company’s brand identity and marketing goals • Develop and maintain consistent branding across all digital and print materials • Design marketing collateral, promotional materials, and branded assets for various campaigns • Ensure all designs meet brand guidelines and maintain a professional appearance • Create engaging graphics, carousels, banners, infographics, and promotional materials for Facebook, Instagram, LinkedIn, YouTube, and other social platforms • Design website graphics, banners, landing page visuals, icons, and other digital assets • Create visuals that support SEO, lead generation, and conversion-focused marketing initiatives • Design creative assets for Google Ads, Facebook Ads, LinkedIn Ads, display ads, and retargeting campaigns • Create high-converting visual content for paid advertising initiatives • Design professional presentations, pitch decks, investor materials, reports, and corporate documents

• Edit and produce professional-quality videos for marketing, branding, educational, and promotional purposes. • Transform raw footage into compelling stories that align with company objectives and brand guidelines. • Create long-form and short-form video content for multiple platforms. • Review footage and select the best takes, visuals, graphics, and audio elements. • Ensure all videos meet quality standards before publication. • Produce engaging short-form videos for Facebook, Instagram Reels, TikTok, YouTube Shorts, and LinkedIn. • Repurpose long-form content into platform-specific clips and highlights. • Create attention-grabbing hooks, captions, and visual elements to maximize engagement. • Edit educational videos, webinars, interviews, podcasts, testimonials, and company presentations. • Create compelling intros, outros, transitions, and call-to-action segments. • Design and implement visual enhancements to improve viewer retention. • Collaborate with the marketing team to support YouTube growth initiatives. • Create motion graphics, lower thirds, title animations, and branded video elements. • Develop animated graphics, charts, and visual aids to simplify complex topics. • Incorporate logos, branding elements, and visual effects where appropriate. • Clean and enhance audio quality. • Remove background noise and improve voice clarity. • Add music, sound effects, and audio transitions while maintaining professional standards. • Optimize videos for different platforms, formats, and resolutions. • Ensure proper aspect ratios for YouTube, Facebook, Instagram, LinkedIn, and mobile viewing. • Implement subtitles, captions, and accessibility features. • Organize and manage video files, assets, and project archives. • Work closely with marketing, content, and design teams to deliver projects on schedule. • Participate in content planning and creative brainstorming sessions. • Manage multiple projects simultaneously while meeting deadlines. • Analyze video performance metrics and audience engagement.

• Design, develop, and maintain company websites and landing pages. • Build responsive websites that provide an optimal user experience across desktop, tablet, and mobile devices. • Ensure website functionality, security, and performance are maintained at all times. • Troubleshoot and resolve website issues, bugs, and technical errors. • Perform regular website updates, backups, and maintenance activities. • Develop and maintain website features, functionality, and integrations. • Implement custom themes, templates, and website enhancements. • Work with APIs, plugins, and third-party applications as needed. • Optimize websites for Core Web Vitals and user experience metrics. • Conduct website audits and implement improvements to enhance usability and conversion rates. • Implement technical SEO best practices across all websites. • Monitor website performance metrics and provide recommendations for improvement. • Collaborate with marketing, SEO, content, and design teams to support digital initiatives.

• Develop and execute public relations and media outreach strategies that increase brand visibility and credibility. • Write, edit, and distribute press releases, media advisories, and other PR materials. • Research, identify, and pitch compelling story ideas to journalists, editors, producers, and media outlets. • Secure media placements in financial publications, business news outlets, trade publications, podcasts, newsletters, and other relevant channels. • Coordinate podcast interviews, media interviews, speaking engagements, and other thought leadership opportunities for company executives. • Build and maintain strong relationships with journalists, editors, podcast hosts, and media contacts. • Develop and maintain media lists and outreach databases. • Collaborate with internal teams to identify newsworthy company announcements, product launches, and industry insights. • Monitor media coverage and prepare reports on PR campaign performance and brand exposure. • Stay informed on industry trends, competitor coverage, and emerging media opportunities. • Ensure all public-facing communications align with the company's messaging, branding, and compliance requirements.

• develop and execute SEO strategies • perform technical SEO audits • conduct keyword research and develop content strategies • write SEO-optimized website copy • create content for Instagram posts • manage social media presence • create press releases • manage ongoing SEO performance • plan and optimize paid advertising campaigns • track campaign performance and prepare reports