Office & Marketing Coordinator

Magellan Financial & Insurance Services, Inc.

Waretown (NJ)

On-site

USD 55,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Bonuses & Incentives based on performance

Friendly and professional environment

Long-term client relationships

Job summary

A family-focused financial firm is seeking an Office & Marketing Coordinator to manage client interactions and coordinate events. The ideal candidate is organized and personable, thriving in a dynamic environment. Responsibilities include seminar coordination and maintaining client relationships, requiring strong communication skills. This role offers a supportive, professional culture and encourages long-term client connections.

Qualifications

Strong verbal and written communication skills are essential.
Must be a friendly, confident, and caring presence with clients.
Detail-oriented multitasker who thrives in a dynamic role.

Responsibilities

Coordinate and attend client-facing educational seminars each week.
Provide a welcoming presence at the front desk and over the phone.
Manage follow-up for seminar attendees and schedule client appointments.

Skills

Strong verbal and written communication skills

Friendly, confident, and caring presence with clients

Detail-oriented multitasker

Background in events, hospitality, or office administration

Insurance or securities licensing

Job description

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 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