Advisor Employee Services
Client Experience & Events Coordinator - Fort Walton Beach, FL
Advisor Employee Services, Fort Walton Beach, Florida, us, 32549
Overview
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. 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! Location: Fort Walton Beach, Florida Salary: $40,000 – $55,000 (Based on Experience) Employment Type: Full-Time | Monday–Friday, 8:30 AM–4:30 PM | Evening availability 1–2 nights/month 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 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 Qualifications
Minimum Qualifications
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 Preferred Skills & Attributes
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 Compensation & Benefits
Salary: $40,000–$55,000 (commensurate with experience) Benefits Include
Health insurance Dental insurance 401(k) with company match Life insurance Short-term and long-term disability PTO Hours
Monday–Friday, 8:30 AM–4:30 PM Evening availability required 1–2 times per month for client events If you’re a motivated, enthusiastic professional ready to be part of a growing firm that values both its clients and its team, apply today to help deliver exceptional service and experiences at Slagle Financial.
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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. 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! Location: Fort Walton Beach, Florida Salary: $40,000 – $55,000 (Based on Experience) Employment Type: Full-Time | Monday–Friday, 8:30 AM–4:30 PM | Evening availability 1–2 nights/month 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 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 Qualifications
Minimum Qualifications
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 Preferred Skills & Attributes
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 Compensation & Benefits
Salary: $40,000–$55,000 (commensurate with experience) Benefits Include
Health insurance Dental insurance 401(k) with company match Life insurance Short-term and long-term disability PTO Hours
Monday–Friday, 8:30 AM–4:30 PM Evening availability required 1–2 times per month for client events If you’re a motivated, enthusiastic professional ready to be part of a growing firm that values both its clients and its team, apply today to help deliver exceptional service and experiences at Slagle Financial.
#J-18808-Ljbffr