Position: Client Event & Marketing Coordinator
About: Beacon Capital Management is an established wealth management firm dedicated to providing personalized strategies and exceptional service to help clients achieve their financial goals. They prioritize creating a welcoming and supportive environment based on integrity and trust.
Requirements: Bachelor’s degree preferred but not required; at least 2 years of experience in customer service, hospitality, event planning, B2C marketing, or a related field; proficiency in Microsoft Excel; familiarity with CRM systems or client management tools preferred; exceptional communication skills, both verbal and written; experience in hospitality and/or event planning with budget management; ability to work independently in a fast-paced environment
Benefits: Health Insurance, PTO, 401k
