Client Experience & Events Coordinator - Fort Walton Beach, FL
About The Position
Slagle Financial, a growing financial firm in Fort Walton Beach, FL, is seeking a dynamic, detail-oriented Client Experience & Events Coordinator to join our team. This role is ideal for a self-starter with a strong background in customer service, administrative support, and event planning who thrives in a fast-paced, client-focused environment. At Slagle Financial, we pride ourselves on delivering the ultimate client experience—and this position plays a key role in making that happen. If you're organized, energetic, and driven to make a difference in the lives of clients on their path to financial freedom, we want to hear from you!
Requirements
- Strong phone and interpersonal communication skills
- Excellent command of the English language and grammar
- Ability to thrive in a fast-paced environment
- Detail-oriented with strong time management and prioritization skills
- Proficient in Microsoft Office and general computer applications
- Strong multitasking abilities
Nice To Haves
- Highly organized and process-driven
- Strong follow-through and self-motivated
- Customer service mindset with a problem-solving attitude
- Excellent written and verbal communication
- Knowledge of content management systems is a plus
- Event planning or coordination experience strongly preferred
Responsibilities
- Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
- Manage client database and maintain accurate records
- Schedule appointments and manage advisor calendars
- Prepare and send client emails, newsletters, and communications
- Welcome clients into the office and maintain a warm, service-oriented atmosphere
- Follow up with clients and prospects to support relationship development
- Support the mailing of reports and firm updates
- Track and record client referrals
- Assist with marketing efforts and general office operations
- Perform additional administrative duties as assigned
- Plan, coordinate, and execute client events and seminars
- Research and manage relationships with venues, caterers, and vendors
- Develop event budgets and timelines, ensuring smooth execution from start to finish
- Promote events through email, social media, and other platforms
- Manage guest communications, registrations, and RSVPs
- Handle event setup, breakdown, and on-site logistics
- Collect post-event feedback to inform future planning
Benefits
- Health insurance
- Dental insurance
- 401(k) with company match
- Life insurance
- Short-term and long-term disability
- Paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
