Singer Wealth · 4 hours ago
Business Development Coordinator / Marketing Administrative Support
Boca Raton, FL
Full-time
Onsite
Entry, Mid Level
$50K/yr - $50K/yr
2+ years expSinger Wealth is seeking a Business Development Coordinator and Marketing Administrative assistant to support their marketing department and assist with client engagement and growth initiatives. This role will focus on lead cultivation, social media and digital marketing, and event support within the financial services industry.
AdviceFinancial ServicesProfessional Services
Responsibilities
Responsible for the creation & execution of digital marketing initiatives, including select email campaigns and online promotions
Responsible for social media coordination, scheduling, and engagement tracking
Assist with planning and execution of client events
Responsible for maintaining and ordering marketing material
Coordinate print marketing materials such as invitations, signage, and approved collateral
Attend 2–3 client events or financial seminars per month (occasional evenings)
Data Entry of Lead information into our CRM system (Salesforce) & Excel documents
Support administrative and marketing tasks
Backup to Front Desk Reception – answering incoming calls and assisting in general office tasks
Qualification
Required
2+ years of experience in marketing, business development, events, or administrative support
Experience in social media / digital marketing
Strong organizational skills and attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook); CRM experience a plus
Professional, polished communication style
A proactive, reliable team player
Multi-tasker
Someone who values brand consistency, quality execution, and client experience
Strong follow-through and ability to manage multiple priorities
Comfortable working in a collaborative, in-office environment
Preferred
Bachelor's degree preferred
Experience or strong interest in financial services preferred
Benefits
Medical, vision, dental, and disability insurance
SIMPLE IRA with company match
PTO starting at 2 weeks (3 weeks at 5 years)
Company retreat when firm goals are achieved
Company
Singer Wealth
Singer Wealth specializes in financial strategies for retirees using a variety of investments, insurance products, and services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Avis Burwasser
Chief Compliance Officer
Company data provided by crunchbase