Beacon Wealth Advisors, LLC is seeking a friendly, organized, and detail-oriented Client Service & Marketing Coordinator to join our growing team in McHenry, Illinois. This position plays an integral role in supporting our advisors, delivering exceptional service to our clients, and coordinating the firm's administrative and marketing initiatives.
The ideal candidate has a positive attitude, enjoys helping others, takes pride in producing accurate work, and is committed to providing outstanding client experience. If you are dependable, self-motivated, and enjoy working in a collaborative, professional environment, we'd love to meet you.
Marketing & Client Communications
- Coordinate client communications, including newsletters, marketing campaigns, milestone letters, birthday and holiday correspondence, and firm announcements.
- Prepare marketing materials and submit them for compliance review, incorporating any required revisions.
- Coordinate client events, including invitations, RSVPs, catering, meeting logistics, and attendee materials.
- Maintain marketing materials, office stationery, brochures, and promotional supplies while ensuring consistent firm branding.
- Process client deposits, transfers, withdrawals, and other account service requests.
- Prepare and manage client paperwork using DocuSign and the firm's forms library.
- Coordinate account maintenance with Schwab, Harbour Investments, and other custodians, including address changes, beneficiary updates, statement requests, Required Minimum Distributions (RMDs), and other client service requests.
- Prepare meeting materials and supporting documentation for advisor appointments.
- Monitor submitted paperwork, follow up on outstanding items, and help resolve account processing issues.
- Maintain accurate client records within the firm's CRM and document management systems.
- Provide day-to-day administrative support to advisors and assist with special projects as needed.
- Previous experience in client service, administrative support, office administration, financial services, banking, insurance, or a related professional environment preferred.
- Experience with DocuSign, Canva, CRM software is a plus.
- Strong organizational and time-management skills with exceptional attention to detail.
- Excellent verbal and written communication skills.
- Positive attitude and a genuine desire to provide outstanding customer service.
- Ability to manage multiple priorities while maintaining accuracy and professionalism.
- Proficiency with Microsoft Office (Outlook, Word, and Excel).
- Ability to maintain confidentiality and handle sensitive client information with discretion.
- Competitive hourly pay based on experience
- Paid time off and paid holidays
- Retirement plan after one year of employment
- Professional development opportunities
- Supportive, team-oriented work environment
Location: McHenry, IL
Job Type: Part-Time, In-Office
Schedule: Monday–Friday | 9:00 a.m. – 3:00 p.m.
Compensation: $ 18 – 25 per hour, based on experience
