
Office & Marketing Coordinator
Magellan Financial & Insurance Services, Inc., Waretown, NJ, United States
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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 that’s been serving clients for over 40 years, this could be your next great opportunity.
What You'll Be Doing:
Coordinate and attend 1–2 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 We’re 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 1–2 evenings a week (you’ll 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, we’d love to hear from you.
Apply today or share this opportunity with someone who’d 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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