Marketing Associate / Administrative Assistant

Location: Coral Gables, FL (In-office)

Salary: $60,000 – $80,000 | Full-Time

About the Role

Our client is seeking a proactive and detail-oriented Marketing Associate / Administrative Assistant to support their advisory team in driving new business opportunities, deepening client relationships, and executing marketing initiatives. This is a unique hybrid role blending client outreach, marketing coordination, and administrative support. The ideal candidate thrives in a fast-paced, client-focused environment and enjoys making an impact through both organizational excellence and business development.

Key Responsibilities

Business Development Support

• Build call lists from prospecting, events, referrals, and research within our target market.
• Drive 10 new meetings per week with brand-new prospects.
• Track and call new referrals to book initial meetings.
• Engage existing clients for introductions, family connections, and personal referrals.
• Schedule annual client reviews and ensure ongoing “touchpoints” for advisory clients.

Marketing Execution:

• Support implementation of the firm’s marketing plan, including direct prospecting meetings, networking lunches, event planning, sponsorships, and joint work partnerships.
• Coordinate birthday gifts, event logistics, and other client engagement touchpoints.
• Maintain branding across marketing materials, decks, website, and sponsorships.

Client & Case Management:

• Manage and update the Open Case Log to ensure timely follow-up.
• Conduct follow-up calls to keep prospects and clients engaged.
• Maintain and segment advisory client lists, ensuring each client has a clear next step and a relationship manager assigned.

Administrative & Calendar Support:

• Manage and optimize both Lead Advisors’ calendars.
• Confirm appointments the day before and proactively ensure calendars are consistently full.
• Anticipate scheduling needs to maximize advisor productivity.

Qualifications:

• 2–5 years of experience in marketing, client services, or administrative support (financial services experience preferred).
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills; comfortable with outbound calls.
• Proficiency in Microsoft Office; CRM experience is a plus.
• Proactive, resourceful, and detail-oriented, with a team-first mentality.

Compensation:

• Base Salary: $60,000 – $80,000 (commensurate with experience)
• Performance-based incentives available