Office & Marketing Coordinator

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Direct message the job poster from 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 Associate

• Employment type
  
  Full-time

• Job function
  
  Finance, Sales, and Business Development
• Industries Financial Services, Investment Advice, and Insurance

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