Job Title: Advisor Administrative Assistant

Position Summary:

  • Perform general administrative and support functions for the office including maintaining files, preparing correspondence, running reports, answering telephones, scheduling appointments, copying materials, and faxing information.
  • Organize, coordinate, and maintain all client paperwork and client presentations.
  • Assist advisors with client account maintenance requests and client review material.
  • Handle routine matters for client accounts to include processing name and address changes, account applications and bank authorizations; answering client questions via telephone and face to face.
  • Provide basic accounting and IT support


  • Bachelor’s Degree in either business, finance or related field
  • Prior Administrative Assistant experience
  • Proficiency in Microsoft Office Suite
  • Great attention to detail
  • Past experience with database management
  • Ability to multi-task and prioritize multiple objectives

Job Title: Sales Associate

Position Summary:  The sales associate position is an integral part of The Beacon Group of Companies’ growth and new client engagement. In this role, team members are responsible for initiating communication with prospective clients and educating them on our various services. Candidates are also responsible for gathering, analyzing and optimizing sales data to ensure ongoing and effective marketing outreach. This role is one that requires skill, determination and the ability to effectively forge interpersonal connections. The ideal candidate must be able to keep up with the fast pace of our industry, must be self-motivated and must remain adaptable in the face of new changes and challenges.


  • 2-year degree required (or equivalent work experience), 4-year degree preferred
  • Undergraduate major in business, finance, marketing or related field
  • Prior sales experience preferred but not required
  • Proficiency in written and spoken communication, including telephone, email and in-person meetings
  • Previous experience in an office environment strongly encouraged
  • Sales-driven personality and a competitive nature
  • Competent computer skills (Word, Excel, PowerPoint, and Access)
  • Basic, fundamental understanding of the finance industry

We are always looking to add talented, high-character individuals to our team at The Beacon Group of Companies. If interested, please send a cover letter and resume to with “Sales Associate” in the subject line.