Marketing Associate / Administrative Assistant

Claire Myers Consulting; Coral Gables (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A professional consulting firm in Coral Gables is seeking a proactive Marketing Associate to enhance client relationships through effective marketing and administrative support. The role involves driving new business opportunities, managing client engagement, and supporting the advisory team. Ideal candidates will have experience in marketing and possess strong organizational and communication skills. Competitive compensation of $60,000 – $80,000 plus performance-based incentives is offered.

Qualifications

• 2–5 years of experience in marketing, client services, or administrative support.
• Strong organizational skills to manage multiple priorities.
• Excellent communication skills; comfortable with outbound calls.

Responsibilities

• Build call lists and drive new meetings with prospects.
• Support implementation of the firm’s marketing plan.
• Manage and update client engagement logs.
• Optimize Lead Advisors’ calendars for productivity.

Skills

Organizational skills

Verbal communication

Written communication

Proficiency in Microsoft Office

Client services experience

Job description

Business Development & Marketing Associate

Location: Coral Gables, FL (In-office)

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