Logo
Magellan Financial & Insurance Services, Inc.

Office & Marketing Coordinator

Magellan Financial & Insurance Services, Inc., Waretown, NJ, US, 08758

Duration: Full Time

Save Job

1 day ago Be among the first 25 applicants

Direct message the job poster from Magellan Financial & Insurance Services, Inc.

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

Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x

Get notified about new Marketing Coordinator jobs in Waretown, NJ.

Lakewood, NJ $90,000.00-$120,000.00 2 weeks ago

Toms River, NJ $55,000.00-$70,000.00 1 month ago

Lakewood, NJ $52,000.00-$58,000.00 1 month ago

Toms River, NJ $58,000.00-$70,000.00 6 days ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr