Office & Marketing Coordinator
Magellan Financial & Insurance Services, Inc., Waretown, NJ, US, 08758
Duration: Full Time
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Acquisitions at Magellan Financial & Insurance Services, Inc
Are you a warm, people-focused professional who loves creating great first impressions and planning events that leave a lasting impact?
McLean Advisory Group, a family-focused financial, tax, and estate planning firm established in 1983, is looking for a Office & Marketing Coordinator to be the heart of our office. If you're organized, personable, and eager to be part of a trusted team thats been serving clients for over 40 years, this could be your next great opportunity.
What You'll Be Doing:
- Coordinate and attend 12 client-facing educational seminars each week (typically evenings)
- Provide a welcoming presence at the front desk and over the phone
- Manage follow-up for seminar attendees and schedule client appointments
- Keep the calendar, CRM, and client communications running smoothly
- Assist with event planning, setup, registration, and follow-up
- Support our advisors and team with marketing materials and administrative tasks
- Help maintain strong client relationships through thoughtful touches and service
What Were Looking For:
- Strong verbal and written communication skills
- Friendly, confident, and caring presence with clients
- Detail-oriented multitasker who thrives in a dynamic role
- Background in events, hospitality, or office administration is a plus
- Insurance or securities licensing is a bonus and may increase compensation
- Flexibility to work 12 evenings a week (youll receive time off or comp hours accordingly)
Compensation & Culture:
- Bonuses & Incentives: Based on performance and contribution
- Environment: Friendly, professional, and stable not a startup or high-pressure sales culture
- Perks: Join a respected team that values integrity, service, and long-term client relationships
Ready to Apply?
If you're ready to be part of a team that makes a difference in people's lives and you're passionate about delivering exceptional experiences, wed love to hear from you.
Apply today or share this opportunity with someone whod be a great fit!
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance, Sales, and Business Development-
Industries
Financial Services, Investment Advice, and Insurance
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