Marketing Associate / Office Administrator

Marketing Associate / Office Administrator

My Guardian Estate is seeking a highly organized and personable

Marketing Associate / Office Administrator

to join our onsite team. This position plays a key role in ensuring an exceptional client experience—both as the welcoming face of the firm and as the operational backbone supporting daily activities.

This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys connecting with people, and is eager to grow with a purpose-driven organization.

If you’re detail-oriented, proactive, and love being part of a collaborative team that truly values its people, we’d love to meet you.

Compensation : $45,000 - $50,000 + Bonus Incentives

Key Responsibilities

Coordinate logistics for monthly seminar events (approximately four per month), including location selection, collaboration with the marketing META team, invitation management, and materials preparation

Attend seminars, manage event confirmations and follow-ups, and update leads in the CRM

Greet clients warmly and provide an exceptional in-office experience

Manage office calendars, appointments, and communications (phone, email, in-person)

Support advisors and leadership with meeting preparation and event coordination

Maintain a clean, efficient, and welcoming office environment

Qualifications

2+ years of administrative, office coordination, or leadership experience, or a relevant college degree

Excellent written and verbal communication skills

Strong organizational skills and attention to detail

Proficient with standard technology tools (email, calendars, Microsoft Office, etc.)

Experience with

Canva

preferred

Prior client-facing or customer service experience highly desirable

Background in financial services or retirement planning a plus

Coachable, dependable, and motivated to learn and grow

Contribute to meaningful work that helps clients retire with confidence

Be part of a mission-driven, growth-oriented team

Enjoy a supportive environment—no cold calling or prospecting required

Access real opportunities for personal and professional development

Work with an experienced leadership team and a respected, growing brand

If you’re someone who loves creating structure, values meaningful relationships, and wants to be part of a company on the rise— we invite you to apply today.

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